Common actions
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Last updated
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You can export the offer in two ways:
1. Open the offer you want to export.
2. Click Export
3. Select Send e-mail.
4. Specify the recipient.
Activate Update document e-mail address with specified address if you want to replace the offer e-mail with the new e-mail.
You can specify the text to be displayed in e-mails. To do this, follow these steps:
1. Activate the option Specify e-mail text.
2. Enter your text in the field E-mail text.
You can save the specified text as a template and use templates to speed up your work with e-mail texts.
You can attach previously uploaded files or upload files directly when sending an e-mail.
To attach a file, follow these steps:
1. Activate the option Attach files.
2. Use the file uploader to upload new files or select previously uploaded files.
Please note that the total size of attachments cannot exceed 25 MB.
1. Open the offer you want to export.
3. Select Export PDF.
You can add an internal remark to the offers.
1. Open offers.
2. Select the offer you want to add the remark to.
5. Enter the remark.
You can save your offer as a template.
1. Open an offer.
3. Select Save as template.
4. Enter the template name.
This is the e-mail specified in the offer's properties and is taken from the 's details.
5. Click Send
2. Click Export
3. Click Edit
4. Click Remark
6. Click Done
2. Click More actions
5. Click Save
