Sending a Quote

Open the quote you want to send. At the top, open the Actions menu (not Other). Click Email.

Important: You only see Email when your company finished email setup in Xagle. If it is missing, ask your admin.

A mail window opens. Pick who should get it, choose a template if you want, edit the message, then send. You can preview before you send.

After a quote is sent, you may also see an option to send an upcoming expiry notice when the quote is close to its end date.

If you cannot send mail, ask your admin. They control access and email settings.