After a quote has been generated by the quote calculator, an email containing the quote can be sent to the new prospect.
To set this up:
Click > ‘Settings’
Click > ‘Quote Calculators’.
Click > ‘Edit’.
Click > ‘Settings’.
Ensure the “E-mail the prospect a breakdown of the quote” check box is ticked.
Ensure correct e-mail template has been picked from the drop down box.
When finished, click > ‘Save’.