Note: The customer account associated with the quote must include an email address.

  1. Open Paladin POS.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Customer list, select the account number or name.
  4. On the bottom ribbon, click Recall Transaction.
  5. In the Recall Transaction window, select Quote.
  6. Highlight the quote, and then click Recall.
  7. On the bottom ribbon, click Checkout.
  8. Click Print Quote.
  9. In the Print Quote window, select #7 – Email Quote, and then click Done.

Note: This option is only available when an email address is added into the Customers module on the Customer Account page. This process will email a quote to every email listed for the Customer Account.

How to email a quote as an attachment

  1. Open Paladin Point of Sale.
  2. Click the File menu, and then click Setup.
  3. In the Paladin Configuration window, click the Network

Note:  To do this, you must have Admin permissions.

  1. In the Network pane, in the Laser Invoice / PO Printer box, enter Primo PDF.
  2. Click Close.
  3. On the top ribbon, click the Invoice/Quote
  4. On the bottom ribbon, click Recall Transaction.
  5. In the Recall Transaction window, select Quote, and then select Show for All Accounts.
  6. Highlight the quote that you want to email, and then click F12 Recall.
  7. On the bottom ribbon, click Checkout.
  8. In the Checkout tab, on the bottom ribbon, click Print Quote.
  9. In the Print Quote window, select Option 3 – Full Sheet Quote.
  10. In the Primo PDF window, in the Post Process list, select Email PDF, and then click Create PDF. Primo PDF
  11. An email will be created with the PDF document attached. In the email message section, add information, and then click Send.
  12. In the Network pane, in the Laser Invoice / PO Printer box, enter the name of the previous printer.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/24/18