Presenting the Generated Quote
As a Partner user, you can present the generated quote to the customer so that the customer can view the generated quote. The Present Quote button is available in Generated status.
- Click the Present Quote button. The Present Quote pop-up appears.
- Send Quote To is populated with the primary contact on the quote. You can enter email address in the CC field to send the email to additional recipient.
- Click Present. An email notification is sent to the primary contact on the quote and also to user mentioned in the CC field.
The quote stage moves from Generated to Presented.
When you receive confirmation, click Accept Quote. The quote is accepted and ready for placing an order.