Email project/PXF file to customer

If you wish to send your entire project to a customer, you will have to print the report to the report viewer.

There is an email button which will give two options in a dropdown box. Click on "PDF with Project" and an email will open in your default email client, ready to be sent to your customer.

They will need to have CaterQuotes open and then click on the "Import <project name>" link to import the project into their system.