How do I send a quote to my customers using SalesNexus?

Applies to:  R4 Version

The following steps will assist you in providing contacts with a quote.  Before you begin, you must have a Quote template created and placed into the "Quote/Proposal Templates" folder.

1) Go to Opportunities -> Email quote
2) Now, you will have to search and select the contact

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3) The opportunities for that customer will be visible. Select the opportunity from the list and click on "Email quote"
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4) Once you click on "Email Quote" you will have to select a Template "my_first_quote" is the default and it will mail merge the data into the template from the opportunity selected  

5) click "Send Message" to finalize the process.