Email a Quote in Salesforce for the Customers is done for the Approval Process from the Customer. The Quote must be Approved by the Customers. Emailing a Quote is done by attatching a PDF Quote to the Customers or recipients Email Addresses. The recipients will Download the attachments and View the Downloads in normal PDF format.
Click on Opportunity Tab
Select any Opportunity to which you want to Email a Quote.
Now go to Quote Section in the Opportunities and select the Quote you want to send.
Now Select Email Quote as shown above. After selecting Email Quote an Email Template will be opened as shown below:
Here we require to enter the name of Customer, Enter the Description subject for the Email, Enter Body text of the Email. We can also enter CC and BCC Email Address.
After this enter all the details as shown above and select Send Button. Thus emailing a Quote in Salesforce has been done successfully.
“Know more about Salesforce Consulting at Techila”