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Send an AutoPencil To a Customer

How to send numbers to a customer

Sean Perez avatar
Written by Sean Perez
Updated over 11 months ago

TheCRM allows you to send your AutoPencil numbers to your customer via email or text.

  • After calculating the desired quotes select the “Forms” button at the bottom of the page.

  • Select the desired form to present the numbers that have been calculated.

  • Choose Email or SMS, located at the bottom of the screen.

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