Quote Document and Email

1. Go to the Quote Summary screen

2. Click the arrow-down button

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3. Select Generate Document.

4. The PDF will appear in the Quote Documents section (right side).

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5. Click the document to download it.

You can also find/download quote documents under the Account’s Documents tab.

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You can upload a PDF document to the quote with the Upload Document function Documents

1. In the Quote Summary screen, click Send Document.

2. The quote will be emailed to the Account holder or the Seller, based on the setting for Quote Email Recipient. .

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1. Go to the Quotes list screen

2. Click the Generate Summary button.

3. Select quotes by ticking the checkboxes.

   1. You can filter by Currency and Quote Type.

   2. Only quotes with status Completed will appear.

   3. You can select up to 10 quotes at once.

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4. Click Select to confirm.

5. The Generate Summary button will be disabled during generation.

   • The previous summary will be replaced by the new one.

1. Go to the Quotes list screen

2. Click the Send Summary button.

3. Select quotes using the same filters: Currency and Quote Type (Completed only).

4. Click Select to proceed.

5. The system will generate and send the summary document.

   • The previous summary will be replaced, and the new one will be sent to the configured recipients.

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The quote summary document template is configured in Product Settings. View configuration guide