14.22 How to Email a Quote

Emailing a Quote is one of the many functions done from the main Print Preview screen. Follow the steps to open a Quote. From the Leads section click on Quotes, then highlight and double click the existing desired Quote. From there click the Email icon from the toolbar you see in the lower right hand corner of the screen. This will open the Print preview screen where you will click the Email icon on the top toolbar.

This will automatically open the email function with any of your preferences set in the formatting of your email with the Quote attached as a PDF file. PDF is the default file format Tradepoint uses for email attachments.

The view of the email screen when you click the Email icon from the Print preview screen is shown below. Since Tradepoint tracks activity by user access settings the user access setting of the person creating the email will be shown in the email window.

You will have full Email functionality from this window in the top toolbar. Simply fill in the rest of the information and any attached message in the email. Click send and you are finished.