E-mail in bulk, print and save in a dossier cost estimates/quotations
In one action, you can e-mail and/or print a selection of the cost estimates/quotations and save them in the dossier. Whether the cost estimate/quotation is printed or e-mailed depends on the settings in the sales contact profile and/or the sales contact.
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Description
If you print the cost estimates/quotations in bulk, you have the option of e-mailing and saving them in the sales contact and project dossier in the same run.
Preparation
- Configure report printing and e-mailing
You specify whether the sales contact/debtor should receive an e-mail or a quotation by post in the sales contact profile and the sales contact itself. In the sales contact, you set for each report type whether the client would like to receive it by e-mail.