How to send a quote to the customer

Name: Arkon One: How to send a quote to the customer
Duration: 49 s
Description: How to send a quote to the customer. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: Why can't I edit a quote, and how do I change one that was already sent →

How to send a quote to the customer. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the quote and check the lines, dates and terms.
Press Send to customer and confirm.

Tip

The quote must have at least one line and no pending or rejected discount approval. The system recalculates the totals, messages the quote's Contact by their preferred channel and language (with a link to the customer portal; with no contact it notifies the customer in general), sets status Sent and moves the opportunity to Proposal if it was earlier. To send again press Resend. Download the PDF proposal if you want to attach it yourself.

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