Quote Submission & Email

In this sub process, Quote is emailed to added email address and gets marked as submitted.

To achieve this sub process, we must first add Email Address on Email tab of Quote which will be done as follows:

• Navigate to Ellipse button on Quote and select “Emails”.

 

• Click on -> ‘Create’ button.
• Add required Email address.
• Navigate to Quote and click on -> “Send Email" button.

 

• Click on -> 'Approval' -> Click on -> 'Submit' button.

 

• Quote record with “Submitted” mark will be displayed as shown below