How to Send an Email with a Quotation to a Customer

Learn step-by-step how to send an email with a quotation to a customer using the Traction Knowledge Center. Ensure correct contact details, select the best quotation, and send it efficiently.

December 22, 2025 By Ahmed Zahrani

In this guide, we'll learn how to send a quotation to a customer by email using the quotation system. We will cover how to confirm and update the customer's email address, select the correct quotation, and complete the sending process. This will help ensure your customer receives the right information quickly.

Let's get started

Hello, everyone. Welcome to the Traction Knowledge Center. In this video, we'll learn how to send an email with a quotation to a customer. First, access the quotation system. Then, verify that you have the correct contact details, especially the email address, before proceeding. First, click on Edit.

Step #1: Click here on ''Edit'' — Click here on ''Edit''

Go to the email section and enter your customer's correct email address.

Step #2: Click here on ''email'' — Click here on ''email''

Once it's done, click Save. It will save the correct email.

Next, go to the right side of the page and click Print. Click Print to open the print system.

Step #4: Click here on ''Print'' — Click here on ''Print''

You have different quotations and different opportunities. Select the correct quotation. You may have three or four different quotations. However, you need to choose the correct one to send to your customer. Click the checkbox.

Step #5: Click on the ''Box" — Click on the ''Box"

Once confirmed, click on ''Send''

Step #6: Click here ''Send'' — Click here ''Send''

You need to select Yes to send the email to your customer. Click Yes, and it will be sent.

Step #7: Click here ''Yes'' — Click here ''Yes''