1. Start in the Options tab of any Quote
2. At the top of the page, click on Customer View to open the preview
You may interact with the Quote as a customer would see it, however the option selection and Accept Quote features are blocked. If you use the "Ask a Question" feature you will receive the question just as if a customer had sent it.
3. When you are ready to send the Quote to the customer, click on Send
This will open the email send step. Read more about it below.
4. Click on Send Email
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