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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Andy Croston Newbie

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  • Hi Michelle Thank you for your response. That is where I was looking but in your example you can list the estimates that you have done for that customer. On mine I can’t see the estimates in the attachment section - is there a process that you need to do to allow estimates to be sent as attachments? Regards Andy
    in How to Email multiple quotations to customers? Comment by Andy Croston Feb 8, 2023 7:22AM