To Print or Email a Quote

  1. From the menu go to Sales -> Quotes.
  2. From the Quote Dashboard, click on the quote number you would like to print.
  3. Select Print Quote located at the bottom of the quote details page.
  4. To email your Quote, click on Email to Client.  The recipient will receive an email with the quote attached as a PDF.
    1. Email Using Template - Select the required quote template
    2. To -  Enter or choose the recipient email from the Select Email To list.
    3. Select Email To - The client and contact email addresses saved against the clients card will display in the Select Email To: list.
    4. CC - Email CC will default to the logged in WorkGuru staff email.  This is handy to confirm the email was sent successfully.
    5. Subject - Templated subject line, update as required.
    6. Message - Email body.
  5. To Print your Quote, click Print and then select the required quote template and format (PDF or Word). You are also able to print a hard copy of your quote by selecting a printer in your network (if connected).
  6. The selected file will then be downloaded on your device to the file location your browser saves files to (Usually the downloads folder).  This file can then be printed or emailed as an attachment via an email client.