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  4. Recap of quotations

To print or send an existing quotation document by email, there are two ways:

  • click on the menu item Print or send inside a specific quotation
    Recap of quotations - Menu
  • select one or more quotations from the quotations list and click on the Recap button
    Recap of quotations - Button

 

 

 

The screen is divided in two parts: to the left you can choose the Language, Layout, whether or not to show the Sales tax and Document total, and write a custom email text or use the one suggested by Sengerio. To the right you can see a preview of the document. Finally, click on the button at the top.

Recap of quotations - Preview

 

 

 

All the printed or sent document are saved in the archives.  Access a quotation and click on the menu item Printed or sent documents to see all those related to that specific quotation.

Recap of quotations - Printed or sent menu

 

 

 

In the list click on the envelope icon to view the sent email text and to follow the events (for example, if it has been delivered or not).

Recap of quotations - Email trackj

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