Logo

What are you looking for?

Get help straight from the team at Quotiss...

How to send an Email only?

Clients

How to send an Email only?

Send an email to your client, without the quote. New easy way to communicate with your customers!

Last updated on 28 Dec, 2020

You can send 1 or 101 emails at once, reply directly or create a new email - whatever you send, it will be on your Quotes list, and you can track opens of the emails the same way you track quotes.

Go to the Quotes tab and click 'Add New' 

Image

Select quote type = EMAIL:

Image

An email editor will open. Edit your email the same way as for the normal quote. You can also add an attachment:

Image

Once completed, click 'Send' button. Your email will appear on your Quotes list:

Image

 

Did you find this article helpful?
Previous

How to set a default margin for the client?

Next