Sending an email message

On the Line Details tab, you can send an email message for a specific quote or order.

  1. From the navigation bar, select the My Quotes or My Orders tab.
    Alternatively, select a quote or an order from the Home page.
  2. Select a quote or an order to open the Line Details tab.
  3. Click the ellipsis button then Email Document.
  4. On the Email Document form, specify the recipients in the To and CC fields.
  5. Optionally, attach a document saved to the quote or order.
  6. In the Message field, provide your message.
    The Message field contains a template that the administrator specifies. You can update the default text.
  7. At the bottom of the screen, click Send.