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  2. Quotes & Invoices

Viewing & authorising quotes

Quotes can be reviewed and sent in bulk by authorised users

1. Click on Quotes

Click on Quotes

2. Click on 'Draft' to view Quotes ready to send

Click on 'Draft' to view Quotes ready to send

3. Select all 'ready' Quotes and 'Send'

Select all 'ready' Quotes and 'Send'

4. Confirm recipient and Quote details

Confirm recipient and Quote details

5. Click on Send quote

Click on Send quote