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January 27, 2020
Question

How do I email quote

  • January 27, 2020
  • 1 reply
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1 reply

MarsStephanieL
January 27, 2020

Hi there, @murrayderrick6.

 

I'd be glad to show you how to email your quote, let me show you the steps below.

 

Here's how:

 

  1. Go to the Hamburger icon and select the + New button.
  2. Under Customers, select a Quote.
  3. Select a Customer. Choose a status on the drop-down under the customer's name (optional).
  4. Verify the Quote Date, then enter the Expiration Date (optional).
  5. Enter the Email address of your customer.
  6. Enter your preference about the quote.
  7. Select Send and send.

 

I also provide a screenshot so for your reference on where you are going to enter the email address.

 

 

 

For future reference, I added this link to guide you on creating partial invoices from a quote.

 

Please click on the Reply button if you have further concern about quotes in QuickBooks Online. I'll get back to you. Take care!