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How to Send a Quote to Multiple Recipients?

How do I send a quote/invoice to multiple people? How do I send the quote/invoice to a specific person within the company?

(Before starting this step, make sure you have added multiple contacts to the customer profile, see “How do I add multiple contacts to a customer profile?” for detailed instructions)

1. To send a quote or invoice to multiple people, first go to the all-quotes page by clicking on “quotes” tab and then the “all quotes” tab from the left-side menu on the dashboard.

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2. Highlight the existing invoice or quote by clicking on it. (Or create a new invoice or quote)

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3. Scroll all the way to the right of the screen and click on gear icon, select “Edit”

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4. Click on the “View/Edit Details” button at the bottom of the screen.

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5. Select the contacts you wish to send the quote or invoice to and hit save.

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6. Click on “Quote/Invoice Actions” and select “Email Quote to Customer”. The quote will be emailed to every contact you selected.

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**If you only want to send the quote to one specific person, make sure they are the only contact selected when you get to step 5.