Copying quote information into an Email

To copy quote information into an email:

  1. Select Quotes from the Navigation Bar to access the Quote list view. See Using the Quotes list view
    Note: If required, use the Lookup tab to locate a quote and click the quote number. See Using lookup
  2. Click Copy to Email in the Quote Snapshot field.
    An email is displayed with the quote 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.