Emailing a Quote

Emailing a Quote

Quotes can be emailed after they have been created from the Quote page and Find Quote page

In this article:

Default Email Addresses
Default Quote PDF File Attachments
Adding Files as Email Attachments
Adding Quote Files as Email Attachments
Email Limitations

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Default Emailing Addresses

When emailing a quote the email addresses that appear by default in the email address are:

  • Address of a user currently logged in
  • Client contact email address
  • Location contact email address

You can also add other email address to the 'Email to' field. 

If the default email address is incorrect, make sure to enter correct one on the suppliers contact page.

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Default Quote PDF File Attachments

When emailing a quote the PDF file will be attached to the email being sent.

Attaching the quote PDF can not be changed when emailing a quote.

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Adding Files as Email Attachments

Any file added to the file attachment zone will be emailed as a file attachment.

There are 2 ways to add a file to the file attachment zone:

  1. Drag and drop files into the drop zone area.
  2. Click the mouse button on the drop zone area and select the file you want to add.

File Limitations

  • The max. combined file size that can be emailed at one time is 10Mb.
  • The max. single file size that can be emailed at one time is  10Mb.

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Adding Quote files as email attachments

Any files that are added to the Quote file uploader can be selected as en email attachment.

To add a job file as an email attachment click the mouse on the tick box to the left of the file name or on the Select All tick box if you want to attach all of the Quote files to the email yo are about to send.

If there are no job files uploaded to the quote, this option will not to be available when sending an email.

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Email limitations

  • The max. amount of email recipients is restricted to 50 emails.
  • The email subject must be less than 255 characters.
  • The email file size must be less than 10 Mb.

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