How to send a quotation to the Customer by email?
Step 1:
Create the quotation.
Step 2:
Click on the “Send by email” / “Send PRO-FORMA invoice” button from the
quotation page
Step 3:
In the pop-up screen, you can add more “Recipients”, you can modify the
subject and message body. Also, you can change the email template.
Step 4:
Click on the “Send” button.
Direction: Quotation form filling complete → Click on the “Send by email” button →
Add customer email → Click on “Send” button
