To print a quote:
1. On the Sales & Marketing tab, in the Quotes group, click Manage. The Quote Data Management Center will appear.
2. Double-click on the Quote you would like to print.
3. Click the Print or Email button that appears on the upper toolbar of the Quote screen. The following screen appears:
Figure: Quote Reports Screen.
4. Highlight the preferred layout for your quote.
5. Click the Print button at the top of the screen.
Figure: Quote Report.
To Email a quote:
1. On the Sales & Marketing tab, in the Quotes group, click Manage. The Quote Data Management Center will appear.
2. Double-click on the Quote you would like to email.
3. Click the Print or Email button that appears on the upper toolbar of the Quote screen. The following screen appears:
Figure: Quote Reports Screen.
4. Highlight the preferred layout for your Quote.
5. Click the Email by PDF button in the toolbar. An email will open with an attached PDF file of the quote. The email will be addressed to the Primary Contact, the Bill To Associate (if different), and the Ship To Associate (if different).
Refer to Email options and Setup, to customize the contents of the email message.
This 3-and-a-half minute video will show you in detail how to email and print quotes.
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