E-mail and print a quotation

You supply a quotation to your sales contacts. Various methods are available for this. You can supply quotations using the actions Output, E-mail and Print. In the topic Issue a report you can find more information about the available options.

App_Rapport verstrekken (Beschr) (10)

Content

  • Preparation
  • Procedure

Preparation

  • Configure supply (e-mail and print) for reports

Procedure

  • E-mail and/or print a quotation in bulk and save it to a dossier using the Output wizard
  • E-mail one quotation
  • Check the e-mail messages sent
  • Print a quotation