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tracyjulie
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tracyjulie

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quotes

Hi

 

I am doing up a Quote and want to email, so I have clicked on 'save' however I am unsure as to where the system is actually saving the quote to so as I can attach it to the email.  

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Contributing User SBurmeister
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SBurmeister
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Re: quotes

Hi @tracyjulie

 

When creating a quote I've found you can save then email or email then save both are fine.

 

When you've hit save the quote will store under the quotes section. The quote saves to your file and so when you go to Quotes under the Sales tab you can select your quote and hit the "email" button to send it to the client.

 

You can either send the quote out directly via the email button or convert it to an invoice and then email that instead.

 

Hope that helps!

 

Cheers,

Sam

Experienced Cover User DaveK
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DaveK
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Re: quotes

Hi, if your are wanting to save the quote/invoice so you can attach it to an email later, click on the print button this opens it up as a pdf which you can save to a location on your computer for emailing later as an attachment.  Pressing the 'save' button only saves into myob's system and not your physical computer.

 

Dave

Community Manager Suja_P
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Re: quotes

Hi @tracyjulie,

 

I trust the responses you've received from Sam (@SBurmeister) and Dave(@DaveK) have been useful to you.

 

Please post again should you have any further queries. We are always happy to assist.

Cheers,
Suja Pillai

Social Support and Community Manager

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tracyjulie
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tracyjulie

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Re: quotes

Thank you for your help Smiley Happy

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