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QuotePilot
QuotePilot

How to Save a Quote?

Updated May 13, 2026 at 11:45 AM
  1. Navigate to My Quotes from the main menu.

  2. Open any In Progress request.

  3. Review the AI generated quote and make edits if needed.

  4. Click Save Quote to store it for future use.


Note: Only quotes for In Progress emails can be saved.

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