Sending a quote to Moneyworks

The ability to send a quote to Moneyworks is provided in the PDF generation window of Daylite Sales Assistant. This allows the quote to be sent at the time of generation.

The resulting document from the above video

The Quote is marked in Daylite Sales Assistant with the Moneyworks icon to show it has been sent to MoneyWorks.

*Daylite Sales Assistant marks the document but does NOT stop it from being sent again if needed. If a quote needs to be revised it can be deleted from Moneyworks and resent as needed.

The quote can also be send after the PDF is generated from the document view.