T & T : Send quotes automatically by email
Did you know that you could send your quotes directly with your computer email system (Outlook, Sympatico, etc.)?
- Click the order tab in the top menu
- Choose order list
- Select the order you want to send by clicking the line corresponding to this order
- Click the icon that represents your computer email system (Outlook, Sympatico, etc.)
- The quote / invoice will automatically join an attachment to your email if the email from your client has already been inserted in your: customer card, the customer’s email address is automatically added.