Email quotes to your customers.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales Cloud, also available in: Professional, Enterprise, and Unlimited Editions |
- Email Quote PDFs and Other Documents in Lightning Experience
Make it easy for your customers to compare. Email one or more quote PDFs and other documents at the same time in Lightning Experience. - Email a Quote PDF in Salesforce Classic
Email a quote for your customer’s approval in Salesforce Classic.