| | Email a quote or estimate |
| Description |  NOTE: We've added new features to Quotes and Estimates in Sage Accounting. Read more about our Updates to Quotes and Estimates >
There are two ways to email quotes and estimates: - Individually once the quote or estimate is saved
- Multiple quotes or estimates for the same customer at the same time
What you need to know - Email your quote or estimate as soon as you've finished entering the details or save it and email it later
- Enter the email address each time you send the quote or estimate, or add an email address to customer contact so it sends to the same person each time
- Your email message will contain a link to the quote or estimate so your customer can open it in a browser. You can choose to also attach a PDF version of the invoice to the email
- Enter a new message for each email you send or alternatively set up a default message to use for all customers
Before you startSet up defaults for your emails to save time when sending quotes and estimates. |
| Resolution | Either: - Save the quote or estimate and choose and Save and email
- Open a saved quote or estimate from the list and choose Email from the panel on the right
When sending multiple sales documents, ensure you select and send invoices, quotes, or estimates for one customer at a time, as all documents go to the same email address. 
- Go to Sales and Quotes and estimates.
- To find your unsent emails, select the Issued column heading on the list. This moves unsent quotes and estimates to the top of the list.
- To show quotes and estimates, select the Customer column heading.
- Use the check boxes to select the quotes and estimates you want to send. Make sure they're for the same customer.
- Select the Email icon from the toolbar at the top of the list.
- Enter the required email addresses. To send to more than one recipient, enter additional email addresses separated by a semicolon.
- Enter the message you want to appear in the email, then select Send.
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