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All CollectionsVoyage DetailsQuoting Tab
Share Quote with a Customer
Share Quote with a Customer

Share quotes from the voyage details view in OpenTug.

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Written by Alexa Rivera
Updated over 3 months ago

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1. Click on Share Quote

Share quotes from the Quoting view in the Voyage Details page.

Click on Share Quote

2. Edit terms by typing anywhere in the proposal

Click anywhere in the proposal to edit text.

Edit terms by typing anywhere in the proposal

3. Click on Save

To send the proposal, click save and send details will appear.

Click on Save

4. Type in Email Address

Type in Email Address

5. Type in Company Name

Type in Company Name

6. Type in First Name

Type in First Name

7. Type in Last Name

Type in Last Name

8. Type in Phone Number

Type in Phone Number

9. Check Notify Customer

Check Notify Customer

10. Click on Share Quote

Click on Share Quote

11. Click on Send Quote

Click on Send Quote


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