Quotation PLT : How to share quote with customers?


This article describes the steps for sharing the quote in COMPAS Go.

1. Log into COMPAS Go with valid credentials.

2. Select a the quote that need to be shared from the recent quote in the home page.

          

3. Go to Actions and click on "Share Quote"  

        

4. On doing so, it will open up the following window. 

        

      This window provides the user to share the quote either by email or text message.

      Note: For text message sharing, COMPAS go supports only USA phone numbers.

5. Enter customer email address or phone number and click send.

  



Article ID: 3827
Last updated: 08 Sep, 2021
Revision: 3
Learning_Track -> Quotation PLT : How to share quote with customers?
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