How can I share a PDF quote with a contact?

Share pdf quotes with clients and benefit from our live chat quote proposals. From the opportunities page click on the Create button and select the second option from the dropdown - Create an Opportunity with a PDF attachment. Select or create the contact for the opportunity and upload your pdf quote.

After finishing all steps you will be able to share the quote with your contact and use our live chat. Just click on the Go to proposal button once the opportunity is created and on the Share button.