...
How to generate quote document
In Quote Summary pagescreen, click the arrow-down button
Click Generate Document button
The PDF can be found at Quote Documents section on the right hand side
Click on the document to download it
Alternatively, users can find and download quote document Account’s Documents tab
How to send quote email
In Quote Summary screen, click Send Document button
...
The email can be sent to Account’s email or the Seller’s. This depends on the setting for Quote Email Recipient.