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6.6. Send Electronic Quote

To send a Quote to a Customer or Prospect by email or FTP, select the "Send Electronic Quote" option. The following screen will appear:

Selecting a Quote to Review EDI Before Sending

Type the Quote Number in the "Quote" field. You may also select one from a list by clicking on the "..." button, typing Ctrl-L (Command-L on Mac), or typing Ctrl-S (Command-S on Mac). You will only be shown Quotes for Customers who are set up to receive Quotes by EDI. Quotes for Prospects are allowed for those Prospects who are set up to receive Quotes by EDI or whose Contact has an email address.

Note

Customers and Prospects are set up to receive electronic deliveries of information using the "Transmission" tab on the Customer or Prospects master.