1. Select “Income” from the the main navigation, then select “Quotes”.
2. In the quotes list, select the inline preview icon to the right hand side of the quote you would like to email.
3. Scroll to the bottom of the quote preview and you will see the actionable options. Be sure the customer has an email address setup in the customer's profile. Then click “Email”.
For more information on customer profiles, see the article How to create a customer
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