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Quotation

How to print or email a quotation

See how easy it is to print or send a product quotation to your customer by email.

Important

  • This feature is available using the Nex Premium plan. Learn more about our subscription plans.
  • You need to have a customer registered in Nex. Click here to see how to add a customer.
  • You need to have a quotation saved in the system to print or email it. Learn more about how to create a new quotation.
  • Click here to see how to set up your print or email layout.

Let's learn how to print or email a quotation?

1. On the Sales screen, go to the Quotations tab.

This screen shows your saved quotations. Click here to see how to create a quotation.

2. Find the quotation you want and click Open - F2.

3. To print, click Print in the top right corner.

4. Choose your Printer and the  Print Template for the quotation.

5. Click on Print.

6. To email it, select the quotation and click Send by email.

7. Double-check the customer's email, your store's email, and the message text.

8. Click on Send email.

Done! Now you can print or send your quotations by email anytime.

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Quotation