|1. Select a Quote you want to share||2. Add a recipient(s) & note||3. Your Quote was shared with others|
With whom can I share a quote?
User can share a quote with Distributor/ Re-seller/ Customer or Check Point Sales Representative . You can share a quote with user that is not using the Product Catalog, simply type the e-mail address.
How can I see who shared the Quote and with whom?
The “Saved Quotes” page contains all the details on the shared quote.
Can I do multiple share for the same Quote?
Yes, In order to perform multiple share, type e-mail address of all recipients you would like to share the quote with.
What actions can I do on a Quote that was shared with me?
You can clone or/and export to XML file or get Quote by e-mail (Edit and delete actions are not available).
Will the user sharing a Quote with me be notified on changes I put into the shared Quote?
No, in order to share your changes with that person, you will have to clone the quote and share the new one.