Copy Quote Information Into An Email

To copy quote information into an email:

  1. To open the Quote List view, select Quotes from the navigation bar. If required, use the Lookup tab to locate a quote and then click the quote number.
  2. In the Quote Snapshot field, click Copy to Email.
    An email is displayed with the quote's information in the body of the email, the billing and shipping contacts in the To: field and the contact who requested the quote in the Cc: field. The Subject field contains the quote ID and the shipping account.