Outside Sales PLT : How to use share quote in COMPAS Go?

During the course of creating a quote users may need to "Share" the quote to get help on a special configuration. Follow the steps to share the quote information to your team member.

To view the steps as video,  

1. Login into COMPAS with valid credentials

2. Open an existing quote with line items

      Open existing quote - 

3. Quote can be in editing "ON"  or 

4. Expand the share quote in the action menu 

5. User has 2 options to share the quote [Email or SMS (text message)]

6. Click on the Share Via Email. Following dialog box pops up to enter the email ID

The mail that is received is as given below. 

Share Quote: Video