Web View
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

If you would like to send a Web View link to your customers instead of the traditional PDF, set the default Quote Delivery Method under Settings > General to Web View:

This change to Web View introduces a new Localization found under Settings > Labels & Messages that will allow you can to customize the default label (View Quote) and new email template sent to your customer:

The Quote PDF can optionally be attached when sending the email to your customer by clicking on the radio button under Include Attachments:

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