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E-Mailing Quotes

To e-mail a quote to your customer just go to Quotes | Select the Quote | Click the E-Mail.

You’ll then be prompted to enter in the customers’ e-mail address (this automatically fills if you’ve got one set in the customers’ profile), a subject (this automatically fills with ‘Quote from [your company name]), message text. When you’re ready just press the Send Email button.

See how KashFlow works with your business and your books