I want to retain a copy of the quote I sent to my prospect. How do I do it?
To get a copy of each of and every Quote going out to your prospects, follow the steps below:
1. From your Quote Mates web app, access 'Settings', followed by 'Options':
2. Under Options, you can set 'Copy my Quotes At' to the desired email. Save.
All the future quotes for this Quote Mates user will be copied (BCC) to this email ID.