Operations CRM - Email Quotes

1. Navigate to "CRM"

   You can email a quote to a customer from the Operations Portal by navigating to the "CRM" section.

   

2. Click "Quotes"

   Then, click "Quotes". In order to access Quotes, you will need to have the role of "administrator" or "superuser", or have the roles of "quoteEdit" and "accountQuoting".

   

3. Click the more details icon

   Next, locate the quote you wish to send and click the more details icon to view quote details.

   

4. Click "Email Quote" icon

   Click the "Email Quote" icon to configure the email settings.

   

5. Choose to Display Pricing

   In the "Display Pricing" field, you can choose to send the quote with or without line item pricing. In this example, we will choose "Yes" to include pricing.

   

6. Select Line Sorting

   In the "Sort Items By" field, you can choose to sort your items by Line or Product Group. In this example, we will choose, "Line".

   

7. Click "Configure"

   Next, click the "Configure" button to update the email information.

   

8. Enter Email Address

   In the "To" field, enter the recipients email address.

   

9. Enter a message

   You can also add a custom message to the body of the email which is displayed above the quote details.

   

10. Click "Send"

    Finally, click the "Send" button to send the quote to the recipient.

    

11. "Delete" icon

    If you decide you do not want to send the quote, you can delete the email, by clicking on the "Delete" icon.