Steps
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Open the menu (☰) and go to Sales → Sales orders.
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Tap the order you want to send to open it.
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Tap «PDF» to view the document.
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Tap the share icon.
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Choose WhatsApp in the phone's share menu.
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Find and tap the customer's chat, then send. WhatsApp must be installed on the phone.
Related guides
- Where do I set up discounts?
- How do I add the CRM to my account and try it for free?
- App menu: keep only what you use in sight
- How do I chat with the people on my account inside the CRM?
- Switch accounts in the app without signing out
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