If the creation of a rental quotation is finished, send the rental quotation to the customer or prospect. You create a rental quotation document which you can, for example, send by email or mail. 
When you send the rental quotation, its status is changed from Created to Sent. This is only applicable if the rental quotation is not sent before.

Note: You can only send a rental quotation from D365 FO.


Standard procedure

1. Sign in to Rental Management for D365 Sales.
2. In the Site map, click Quotes.
3. Select the desired quote with quote type 'Rental'.
4. On the command bar, click Edit.
5. To send the quote to the prospect for approval, open the related rental quotation in D365 FO.
  On the command bar, click Open.
6. In D365 FO, on the Action Pane, on the Rental quotation tab, click Send quotation.
7. Click OK.
8. When you have sent the rental quotation, close the D365 FO tab of your browser. As a result, you automatically return to the related quote page in Rental Management for D365 Sales.

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