Email a quote for your customer’s approval in Salesforce Classic.
Required Editions
| Available in: Salesforce Classic |
| Available in: Performance and Developer Editions |
| In Sales Cloud, also available in: Professional, Enterprise, and Unlimited Editions |
- Click the email option on the PDF preview, on the quote detail page, or next to the PDF in the Quote PDFs related list. An email task opens with the current quote PDF attached.
- Enter the customer’s email address, a subject, and body text, and then send.