You can send a document to a customer by following the steps below.
In the following example, we are showing you how to send a quote document to a customer. You can follow similar steps to send a document to a customer in the Jobs and Invoices sections.
1. Navigate to Quotes and click the reference number of the required quote document.
The Quote details page is displayed.
2. Click Send quote to customer.
The Send quote to customer dialog is displayed.
3. Check the box(es) from the Recipients list against the customer names you wish to send the document to.
4. If you need to send the document to yourself, check the box Send a copy to yourself.
5. Click Send quote.
The quote document is sent to the customer’s email address.
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