Sharing a quote just got easier. Now, recipients of a shared quote can view the quote within the instant quoting engine. Both senders and recipients are able to create a quote PDF, which now includes taxes and shipping.
Manually quoted projects can be viewed and shared, too. Find them on your personalized dashboard and in your Quotes History.
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When you share a quote, you’ll be asked to enter an email address and add a note.
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After you send it, the recipient will receive an email with a “View Quote and Check Out” link to view the quote. They’ll be able to view the quote, create a PDF, and place the order.
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Creating a PDF Quote is easier, and now includes taxes and shipping.
To create a PDF Quote, click the document icon from the Share menu, then select a billing profile, shipping address, and shipping method to download a PDF version of the quote.
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The PDF Quote will include taxes and shipping costs.
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Manual quotes have a new read-only view.
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From the read-only view, you can share the quote, download a PDF, or continue to checkout.
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To start, simply get an instant quote or select a previous quote from your Dashboard or Quote History.
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