Send a quote by email

Compose the message used to send the document and its attachments. Review recipients and content carefully: Send creates a real email job.

Content and templates

Subject starts with the document number. Message supports formatted text. Both need content. Import template lets you select a Message template and Footer template separately. Billnado replaces template variables with document, customer, amount, trade-name, contact, and guest-link information. Selecting another body replaces the body section; another footer replaces only the footer.

Recipients

Every recipient needs a valid Email address and type: To for a primary recipient, CC for a visible copy, or Bcc for a hidden copy. Use Add and Delete to manage recipients. At least one is required.

Send or cancel

Cancel returns without sending. Send stores the email as Queued and schedules background delivery. The PDF, document attachments, and available trade-name terms and conditions are attached to the job.

Sending a draft quote changes its status to Sent.

Important: the success page confirms queueing, not delivery. Check Communication afterwards for Queued, Processing, Sent, or Failed.