How to send a personal email with the quote

Steps to sending the online quotes with a personal (not automated) email.

1. Find the customer you want to send quotes to. 

2. Add the quotes to the customer dashboard. How to do this. 

3. Click the "Copy dashboard link" button.

4. Go to your email provider.

5. Create a new email and type out the message you would like to send.

6. Also type in an instruction such as 'click here to view your quotes'.

7. Create a hyper Link by pasting the dashboard link into 'click here to view your quotes'.

8. Send your personal email

More info

• What is the customer dashboard?