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QuotePilot
QuotePilot

How to Send 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.

  4. Click Send Quote to deliver it to the associated email.


Note: Quotes can only be sent for emails in the In Progress status, and the Automation Behavior must be set to Semi-Automated to enable sending quotes.

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