Sending Quote Email

Paulblue83

Hello. I know you can send an invoice to customers and have it in the body of the email instead of PDF format. Is it possible to do the same thing with a quote to have the quote in the body of the email? The reason I ask is because I need to put a link in the quote for payment and in pdf some servers do not allow you to copy and paste. Thanks.

N_C_H_OMG

This is available in current website version.

For invoices:

- Open Invoices list window,

- Select a desired invoice from the list

- Click the 'Email' icon on top toolbar,

- [A new window should open up] Select the 'Include the invoice in the body of the email'.

- Fill in other details appropriately, and click 'Send' button.

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For quotes:

I don't think the feature is available for quotes, but it is possible to send the payment link in the body of the email.

- Follow the similar steps as above from quotes list window.

- Put the payment link in the text-box that says 'You may enter a comment to be included in the email.'