Contents
- Steps to submit a quote.
- 1. After creating the service for the quote, click on ‘Submit’.
- 2. Click on the ‘Send Quote or Work Order’ tab on the top.
- 3. Select the invoice type that you wish to submit to the customer.
- 4. The email id of the customer associated with the Quote will automatically populate in this field with the invoice PDF attached to it.
- 5. Click on ‘Send’ to submit the quote.
Steps to submit a quote.
1. After creating the service for the quote, click on ‘Submit’.
Note: Learn More About – ‘How To – Add a Regular Service‘.
![Click on Submit](https://images.tango.us/workflows/dff2378d-6587-4c0c-88a9-c06d28860eec/steps/38b7f93a-89d7-473e-b418-f684f6bda42d/a45d3d3d-6413-4ae4-a88b-4e4cef2b049e.png?mark-x=5&mark-y=451&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
2. Click on the ‘Send Quote or Work Order’ tab on the top.
![Click on Send Quote Or Work Order](https://images.tango.us/workflows/dff2378d-6587-4c0c-88a9-c06d28860eec/steps/a5d0a732-1923-4a74-9f50-6b75c39b0983/5742c9bd-b0e3-468d-958c-2c1d333cb7b3.png?mark-x=402&mark-y=254&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNDUmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
3. Select the invoice type that you wish to submit to the customer.
Note: Learn More about the ‘Invoice in Quotes‘
![Click on Email An…](https://images.tango.us/workflows/dff2378d-6587-4c0c-88a9-c06d28860eec/steps/b6c80af7-cb52-427e-88f2-96bf376da541/cf5cd0fa-6d10-476f-b3c6-29301a7319ff.png?mark-x=294&mark-y=415&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNzEmaD01NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
4. The email id of the customer associated with the Quote will automatically populate in this field with the invoice PDF attached to it.
![Click on select-fleet](https://images.tango.us/workflows/dff2378d-6587-4c0c-88a9-c06d28860eec/steps/2c0c067b-883b-45c5-9f91-c327db1e6d55/590c01a4-fea3-45f2-9986-0dc6c79a59df.png?mark-x=338&mark-y=88&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03NTImaD03NDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
5. Click on ‘Send’ to submit the quote.
![Click on Send](https://images.tango.us/workflows/dff2378d-6587-4c0c-88a9-c06d28860eec/steps/6a4336f8-9bd5-4768-967c-1014045f250e/16a3f058-5c58-4af4-8bbd-387f073621b3.png?mark-x=973&mark-y=107&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)