Send a quote from B2Brouter

To send a quote correctly, first you have to follow these steps:

1. Create the client

First you have to create the client to whom you want to send the quote.

You can also send a quote without a client. In this case, you can move onto the next step.

2. Create the quote

Before sending it, you need to create the quote, adding the data and concepts that you want to appear.

If you want to send a quote without a client, at this point you have to provide the email where you want to send the document.

3. Send the quote

Once you have created and opened the quote, at the top you will find the option Send. Click on this and the quote will be sent directly from B2Brouter to your client, without you needing to do anything else. If the quote has been sent correctly, its status will change to Sent.

Quotes are sent by email.