Sending Sales Quote by email

Creating Sales Quote
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Christina Fausbøll, Product Manager

How to send sales quotes by email in Business Central?

When you have finished filling out the sales quote and you want to send it to the customer, you can do this in the print send. And send by email.

This is what happens in the video

The two addresses, would automatically be taken from the customer card.

If the email address on the customer card is blank, this one’s also be blank, you can change the subject and you can put in more addresses or write a little message.

To send the email, simply press OK.

Now an email has been sent.

Please be aware, that your SMTP setup, need to be configured in order for this to work.

This is shown in another video.