Sending a Quote to multiple Contacts

Add a second Contact

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

Add Another Contact

Change Primary Contact

When you have multiple Contacts on a Quote, you can change which one is the ‘Primary Contact’. Hit the down arrow on any of the additional Contacts and select ‘Make Primary Contact’.

Primary Contact