Email Quote
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Quote Details
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General Information
Margins & Pricing
Payment Terms
Ownership
Created by—
Customer Information
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Quote Options
Manage proposal options, lines, and pricing adjustments.
Document Content
Build the Customer and Internal PDF separately from reusable content groups and blocks.
Select or load a quote to manage Customer and Internal PDF content.
Maintenance Plan
Build an optional maintenance package for this quote. It will show separately from the main totals.
Email Attachments
Choose files from the document library to include with the customer email for this quote.
Email Content
Edit the email body content used for this quote.
Select or load a quote to edit email templates.
Available tokens:
{{QUOTE_REFERENCE}}
{{QUOTE_TITLE}}
{{QUOTE_STATUS}}
{{QUOTE_CURRENCY}}
{{QUOTE_GRAND_TOTAL}}
{{QUOTE_ISSUE_DATE}}
{{QUOTE_VALID_UNTIL}}
{{CUSTOMER_FIRST_NAME}}
{{CUSTOMER_LAST_NAME}}
{{CUSTOMER_COMPANY}}
{{CURRENT_USER_NAME}}
{{CURRENT_USER_EMAIL}}
{{PDF_VARIANT}}
{{COMPANY_NAME}}
{{SENT_AT}}
Quote Images
Include supporting images in the PDF appendix.
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