Email or Print a Quote
Only Standard or Advisor users can print or email a quote.
Print a Quote
- In the Account menu, select Sales.
- Scroll down to the Quote section.
- Select any of the tabs from the Sent, Accepted or Invoiced status tab.
- Find and open the quote you want to print.
- Click the Print PDF button.
- It will ask you to save the file. You can update the name of the quote and the desired location to save the PDF.
- Click Save and then you can print the PDF.
Note: Clickentry does not allow you to print multiple quotes in one go.
Email a Quote
- In the Account menu, select Sales.
- Scroll down to the Quote section.
- Select any of the tabs from the Sent, Accepted or Invoiced status tab.
- Find and open the quote you want to Email.
- Click on the Email button.
- Enter the required details in the email fields, then click Send.
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