In this article, we cover:
When working on a project, you might need to send quotes, orders, or invoices to someone other than the main contact. This article explains how you can do this easily.
Sending Quotes to an Alternative Contact
To send a quote to an alternative contact:
Navigate to the quote page.
Select the specific quote you want to send.
Click on Send Quote.
Deselect the main contact (default contact).
Select a different contact from the available list.
Send the quote to the newly selected contact.
Sending Orders to an Alternative Contact
To send an order to an alternative contact:
Navigate to the order page.
Select the specific order you want to send.
Click on Send Order.
Deselect the main contact (default contact).
Select a different contact from the available list.
Send the order to the newly selected contact.
Sending Invoices to an Alternative Contact
To send an invoice to an alternative contact:
Navigate to the invoice page.
Create a new invoice or select an existing one.
Click on Send Invoice.
Deselect the main contact (default contact).
Select a different contact from the available list.
Send the invoice to the newly selected contact.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.