---
title: Send Quotations from the Sales Dashboard
slug: send-quotations-from-the-sales-dashboard
icon: 🍢
docTags: 
createdAt: 2023-06-29T10:26:10.379Z
---

# Introduction

The Logic TMS enables the sales team to generate and dispatch quotations directly from the system. This function aims to automate the quotation process by creating a PDF version of the quotation and attaching it to an email that is sent straight from the system, thereby improving efficiency and workflow.

# Conditions

:::hint{type="info"}
- A quotation must be created in the Quotation Builder.
- The quotation must be saved as a PDF in the system's attachments.
- Contact information for the client or recipient of the quotation must be available.
- A body or message for the email is required.
:::

# Guided steps

:::Iframe{iframeHeight="0" code="<iframe src=&#x22;https://scribehow.com/embed/Send_Quotations_from_the_Sales_Dashboard__xODeGZlUR_yrN3f02SsSDg?removeLogo=true&#x22; width=&#x22;640&#x22; height=&#x22;640&#x22; allowfullscreen frameborder=&#x22;0&#x22;></iframe>"}

:::

# What I learned

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Quotations can now be sent directly from Logic TMS, leveraging existing data to avoid redundant email entries.
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The system retains contact information from quotations that have been copied, allowing for easier data inheritance from the original quotation.
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An essential part of the process is the generation of the quotation, its conversion to PDF, and preparing an email body.
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E-mails sent through the system will be automatically attached to the respective quotation, streamlining the documentation process.
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Optionally, additional recipients or a copy recipient can be specified.
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