The 'Email Quote' button which is visible on the page layout on Quote records, is greyed out. I have added the 'Allow Email' permission to all of the Quote Status Values and this has not resolved the issue. Has anyone experienced a similar issue when working with Quotes?

  • is your quote locked by an approval process? – Guy Clairbois Nov 6 '14 at 16:00

To enable the 'Email Reservation' button, a PDF must be created (by clicking 'Create PDF' and saving the record. Once the new pdf record has been added to the 'Quote PDF's' related list, then the 'Email Reservation' button will become active.


Try to change the deliverability settings as shown below

enter image description here

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.