Can a Quote created and approved in ApprovalMax get sent to the customer by email afterwards?
An approved Quote that was sent to a customer can be re-sent using the RE-SEND A QUOTE button:
If a Requester did not activate the checkbox Automatically Email Quotes to the Customer and their Quote has now been authorised, they can still send this approved Quote to the customer.
To do so, download the Quote as a PDF file and email that to the customer:
To do so, download the Quote as a PDF file and email that to the customer:
Alternatively, Quotes can be sent to the customer by an authorised user from Xero:
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