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
- select one or more quotations from the quotations list and click on the Recap 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.
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.
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).