Make it easy for your customers to compare. Email one or more quote PDFs and other
documents at the same time in Lightning Experience.
Required Editions
| Available in: Lightning Experience |
| Available in: Performance and Developer
Editions |
| In Sales Cloud, also available in: Professional,
Enterprise, and Unlimited Editions
|
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Click Email Quote on a quote’s activity timeline to open
an email task with the last uploaded document attached. Or, click
Email PDF on the Quote PDFs related list to open an
email task with the quote document attached.
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Enter the customer’s email address, a subject, and body text.
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Click Attach file, add quotes and other documents one at
a time, and then send.
