Send a Quote

Send a Quote to your client via eMail.

Sending a Quote to a Client should be within Beeswax as it ensures you keep a record of who, what and when it was sent.

STEP 1

Located the Quote you wish to Send.

Click here for more information about how to search for a Quote, Expense and Expense.

STEP 2

From the Page Tools, select the Envelope icon. This will bring up a submenu with the following options:

  1. Download PDF
  2. Email PDF
     

STEP 3

A sidebar window will appear where you will be able to select who you would like to send the Quote to as well as add a message.

Note:

If you wish to preview a the Quote before sending it ,you can do so by using the Preview option under the page tools  (Eye Icon).