How can I email my customer the quote paperwork?
With the quote open, click the Print Quote button. Select your report and click Fax/Email(not Print). A form will open that will allow you to enter recipient addresses and a subject line.
If your manufacturer has not enabled report emailing, you can take the following actions. With the quote open, click the Print Quote button. Select your report, and click View (not Print). Open the File menu at the top, select Export, and send it to a PDF format. Now you can attach that PDF to an email.