When I am sending a Quote using the Save and Email I do not have the option to change the layout. How can I select a different layout if I want to?
The system believes that you are going to use the default email layout. If this is not the case you can change the way the emails are sent out.
If your Customer needs to have a different layout emailed to them. From the Quote Screen, right click Open Customer, select Layout Setup, and change the Quotes - Email to the Layout that is required.
Save these settings and return to the Quote and email. Return the above settings to Default Layout if this is a one off change.