Email Invoices and Quotes as PDF with Amphis Customer CRM Software

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Email Invoices, Email Customer Quotes as PDF files

Amphis Customer CRM Software is designed to make it easy to Create Quotes and Invoices, Create Job Sheets, Create Customer Letters, and other documents eg marketing material. Documents are created as Microsoft Word documents and you can easily Email Quotes and Email Invoices etc to customers at the click of a button. If you have Word 2007 you can also Email Documents as PDF Files at the click of a button which means that the recipient doesn't need to have Microsoft Word or a Word viewer installed.

When emailing a document, the default Email Body Text is generated from a template which is the file emailbody.htm which you can get to by clicking Tools->Folders->View Data Folder

Edit Email Template

You can Edit an Email Template in notepad eg to change the wording, add your company logo or add an attachment.

Email Invoice

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Home Page    Site map    CRM Software FAQ    CRM Software Quick Guide    Example Quotes and Invoices    Contact Management Software    Small Business CRM Software    Download FREE CRM Software 30 Day Trial