I would like to be able to print to file so that we can then convert that file to a PDF and email it off. We have an upstairs and a downstairs. Anyone downstairs (the scanner is upstairs) has to print the quote, then run upstairs to scan it, then they can email it off to their customer. I know we can click on the print button from Quotes in Sales CQ, then email the quote, but that gives us no opportunity to add anything into the email. Optimally what we are after is to create an email with a nice comment, like "Thanks so much for letting us quote this, we will call you shortly. Please see attached quote" and be able to attach the quote.

Barb