How to Email a Quote to Your Customer

In this guide, we will walk you through the process of emailing a quote to your customer and adding a "Pay Now" button for easy payment.

Steps to Email a Quote

1. Open the Quote: Begin by opening the quote that you wish to send as an email.

2. Access Quote Actions: On the right side, under Quote Actions, select Send Email.

3. Choose View: By default, the Detailed view is selected. You can choose Consolidated based on your preference.

4. Verify Email Content: Ensure that the content of your email is accurate.

5. Send the Email: Click on Send to email the quote to your customer.

Adding a "Pay Now" Button

To enable your customers to accept the quote and pay directly from the email, follow these steps:

1. Access Settings: Go to Settings.

2. Configure Chargeby: Click on Configure Chargeby and navigate to Customer-Facing Essentials.

3. Email Notifications: Locate Email Notifications and scroll down to Manual Emails.

4. Edit Send Quote Email: Under Standard Emails, find the Send Quote email and click on Edit.

5. Modify Email Content: Review and make necessary changes to the email content.

6. Add "Pay Now" Button: Click on Add, then Add Button, and select Pay Now.

7. Link Checkout Page: Add a link to your respective checkout page so customers can view the quote, accept it, and pay directly from the email.

8. Publish Changes: Click on Publish to save your changes.

9. Preview Email: Once published, preview your email to ensure the "Pay Now" button is visible.

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