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To send a quote to a customer using CRM's default settings, you can utilize a mail merge. Start by printing the quote from an active quote using the designated button. You will be prompted to choose whether to begin with a blank document or use an organizational mail merge template, which is a basic option provided by CRM. Alternatively, custom reports can be created via SQL Server Studio, or you can design your own templates, either starting from scratch or modifying an existing one. For this process, select the customer's quote and click download; this will create a mail merge document file that can be opened for further use.
