Email a PDF of a Quote
Table of contents
Overview
After you have created a PDF of a quote, you can email the quote to a customer.
Note: Before you can email a quote, the recipients must exist in your Salesforce contacts.
Emailing a PDF of a Quote
Getting Here: Click Opportunities > select an opportunities > Quotes
- Click on the quote that you want to email.
- Click Email Quote.
Note: This will allow you to email the most recent PDF version of a quote that you saved. If you created multiple PDF versions of a quote and you want to email an older version, click Email next to the desired PDF in the Quote PDFs section of the screen.
- You can then complete the steps below to email the quote.
Note: Before you can email a quote, the recipients must exist in your Salesforce contacts. Required fields are marked with red.
- Click the Search button to select each email recipient from your Salesforce contacts.
- Type in a Subject.
- Compose a message in the Body.
- Add other attachments by clicking Attach File. The PDF of the quote and any additional files that you attached will be displayed in the Attachments section.
- Click Send.
The PDF of the quote is sent to your specified recipients.
If you created multiple PDF versions of a quote and you want to email an older version, click Email next to the desired PDF in the Quote PDFs section of the screen.
- © Copyright 2023 Aria Developer Central