How to Share a Quote from Finance

 

Follow these steps to share a quote with your client.

 
Steps

  1.  

    Go to Invoices → Quotes.

  2.  

    Select the quote you want to share.

  3.  

    Click the Share button.

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Copy the link and send it to your client via your preferred channel (WhatsApp, email, etc.).

::: ℹ️ Note From the shared quote link, the client can convert the quote into an invoice directly. :::

 

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