1. Quotes can be delivered by either fax or e-mail.

   1. Fax delivery is based upon using a local fax modem connected to your computer.

      1. Fax delivery requires the use of a program installed on the local user’s computer. Please contact InDepthRep for information and installation instructions.

   2. E-mail delivery is generated within the program. All quotes e-mailed will be sent as PDF file attachments.

2. Fax Delivery of a quote.

   1. Setting the current fax software

      1. Click on the “Print/Fax Quotes” button. (Or use the keyboard shortcut of Alt-`)

      2. Choose “Fax Out and Print Quotes” from the pop-up menu list. (Or use the keyboard shortcut of “F”)

      3. Click on the “Change Fax System” button.

      4. Choose “#3 Remote Fax” and then click on the “Save” button.

      5. Click on the “Quit” button.

   2. Once the current fax software has been set, it should never need to be changed.

   3. Selecting a quote.

      1. Click on the “Find Quote” button. (Or use the keyboard shortcut of “Alt-F”)

      2. Select the desired quote from the type searchable list.

   4. Faxing / E-mailing the active quote.

****NOTE**** Any recipient who has been specified to receive quotes via e-mail, will not receive a faxed version of the quote.

1. Choose which recipients to send the quote to.

   1. You can choose to send the quote to all persons in the send to list, or you can designate a specific person to send the quote to.

      1. To choose all recipients, do nothing.

      2. To choose a single recipient, click on that persons name in the send to list.

2. Click on the “Print/Fax Quotes” button. (Or use the keyboard shortcut of Alt-` )

3. Choose “Fax Out and Print Quotes” from the pop-up menu list. (Or use the keyboard shortcut of “F”)

4. Choose which recipients to send the quote to.

   1. You can choose to send the quote to all persons in the send to list, or you can designate a specific person to send the quote to.

      1. To choose all recipients, ensure the “All People in Send To List” button is depressed.

      2. To choose a single recipient, click on the “Current Person Only” button, which should also display the name of the previously selected single recipient

5. Click on the “Fax / E-Mail” button to send the quote.

6. The program will automatically send the fax image to your local fax program, and automatically create the e-mail with PDF attachment to be sent.

Printing a Quote

1. Quotes can be printed for either a single recipient or for all recipients on the send to list.

3. Selecting a quote.

   1. Click on the “Find Quote” button. (Or use the keyboard shortcut of “Alt-F”)

   2. Select the desired quote from the type searchable list.

4. Printing the active quote.

   1. Choose which recipients to send the quote to.

      1. You can choose to print the quote for all persons in the send to list, or you can designate a specific person to print the quote for.

         1. To choose all recipients, do nothing.

         2. To choose a single recipient, click on that persons name in the send to list.

   2. Click on the “Print/Fax Quotes” button. (Or use the keyboard shortcut of Alt-` )

   3. Choose “Fax Out and Print Quotes” from the pop-up menu list. (Or use the keyboard shortcut of “F”)

   4. Choose which recipients to print the quote for.

      1. You can choose to print the quote for all persons in the send to list, or you can designate a specific person to print the quote for.

         1. To choose all recipients, ensure the “All People in Send To List” button is depressed.

         2. To choose a single recipient, click on the “Current Person Only” button, which should also display the name of the previously selected single recipient

   5. Click on the “Print” button to bring up the print preview screen for the quote.

   6. Once the print preview screen shows the formatted quote, click on the printer icon in the toolbar to open the Print Window.

   7. Select the desired printer from the drop down list.

   8. Click on Okay to send the print job to your selected local printer.

   9. Click on the Close button in the Print Preview Toolbar to return to the InDepthRep Program.