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How do I share a quote?

Table of Contents
Sharing a Quote
You can share a quote in two ways, as a link or as an attachment.
  • As a link. Follow these steps to share the quote as a link:
  1. Click the Main Menu.
  2. Click Sales.
  3. Select Quotes.
  4. Open the required quote record.
  5. Click More icon on the top-right corner.
  6. Click Share.
  7. Click Share as link.
  8. A mail compose window opens with the Quote link.
  9. Enter the recipient's details and click Send.
  • As an attachment. Follow these steps to share the quote as an attachment:
  1. Click the Main Menu.
  2. Click Sales.
  3. Select Quotes.
  4. Open the required quote record.
  5. Click More icon on the top-right corner.
  6. Click Share.
  7. Click Share as attachment.
  8. A mail compose window opens with the Quote attachment.
  9. Enter the recipient's details and click Send.
To know more about Quotes, click here.
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