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How to Add a CC on a Quote or Invoice

Learn how to add a CC recipient to a quote or invoice so that additional contacts receive a copy.

This article will guide you on how to cc others when sending a quote via email to a customer.

 

Step 1: Navigate to the quote you want to send.

 

 

Step 2: Click on Quote Actions.

 

 

Step 3: Select Customize email to customer.

 

 

Step 4: Enter the email addresses you want to cc. To add more than one email, separate them with a semicolon without any spaces.

 

Step 5: Click Send.