A quote will appear online once it has been emailed to the contact. 

Note: The contact must be setup on a portal and have access to the Approval page in order for the quote to be viewed online. For more information, see Contacts - Online Ordering.

To Email the Quote:

Step     Action

  1.       From the Quote View page, select {Actions} and then Email Quote from the drop-down.

  2.       Choose an option for the quote .pdf.

   An email quote modal will open with the quote .pdf as an attachment.

  3.      Make changes, if applicable.

  4.      Select {Send}. A pop-up will confirm the email was successfully sent.

When the contact logs in to their portal online, the Quote will now be visible on the Approval page.