How do I send the quote as mail and view the quote preview ?
Select the Quote then click on Preview & send email button from the header.
Clicking on the button will open a Preview and Send Quote pop up having Quote Preview and e-mail format with auto filled Subject, Message.
You need to fill the email ID in "To" or "CC" field as same as you fill the details to send a normal mail. You can also edit message box as per.
If you want to download it, click on the download button for getting the quote downloaded for future documentation.
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Click on Send Quote and it will give a success pop up.
Success Alert means Quote has been emailed successfully.