Sending a Quote to multiple Contacts

When editing the Quote, once you’ve added a Contact (they’ll be the ‘main’ Contact) you can then add a second Contact, or as many as you need, by typing into the ‘Add Another Contact’ field.

When adding multiple Contacts to a Quote you can also make one of them the ‘Primary Contact’. Once you have two or more Contacts added to your Quote, hit the little down arrow on the Contact you’d like as the Primary Contact, and select ‘Make Primary Contact’.

Here’s an example:

Add another Contact