Common actions

Export

You can export the offer in two ways:

Send e-mail

1. Open the offer you want to export.

2. Click Export

3. Select Send e-mail.

4. Specify the recipient.

Separate recipients with commas if you want to send an e-mail to multiple recipients.

Activate Update document e-mail address with specified address if you want to replace the offer e-mail with the new e-mail.

Document contact e-mail

This is the e-mail specified in the offer's properties and is taken from the business partner's details.

The e-mail status is based on the document contact e-mail. If you send an e-mail to a different e-mail address than the document e-mail, the e-mail status will not be updated.

E-mail text

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.

Attachments

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.

5. Click Send

Download file

1. Open the offer you want to export.

2. Click Export

3. Select Export PDF.

Internal remark

You can add an internal remark to the offers.

1. Open offers.

2. Select the offer you want to add the remark to.

3. Click Edit

4. Click Remark

5. Enter the remark.

6. Click Done

Internal remarks are not visible to your customers and do not appear in PDFs and e-mails.

Save as template

You can save your offer as a template.

1. Open an offer.

2. Click More actions

3. Select Save as template.

4. Enter the template name.

5. Click Save