Issuing a Quote is the process of marking that a draft quote has been "issued" or sent to the client.
To Issue a quote:
- Access the quote dashboard from the menu by click on Sales -> Quotes
- Click on the Draft tab to access the list of draft quotes.
- Click on the Quote Number of the quote you want to issue.
- At the bottom of the quote detail page, click Issue Quote and then Print Quote to send to the client via download or email.
- The quote will now display under the Issued tab on the quote dashboard.