How to download Quotation PDF and send manually

  1. Prepare the Necessary Information

    • Ensure you have all the required details for the quote ready.

  2. Preview and Download Quote

    • Click on "Preview Quote" and then on "Download PDF".

    • Save the PDF file to your local storage.

  3. Send Quote via Email

    • Open your email account.

    • Compose an email to your customer.

    • Attach the saved PDF file containing the quote.

    • Send the email with the quote and additional information.

  4. Return to KuduPro

    • Go back to KuduPro after sending the email.

    • Click on "Return to Editing".

  5. Convert Quote to Sales Order

    • Click on the three dots and select "Send".

    • This action will convert the quote into a sales order.