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How do I send a Quote?

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You can now quote your Deals and send those quotes directly to your customers' inbox. After a Deal has been created you can select Quote and have a price quote delivered to your contact. 

 

You will be able to see to whom you will be sending your quote, set a validity period for it and add relevant observations. 

 

 

You can aslso see a preview of your quote. It will look something like this:

 

 

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