Email Invoices and Quotes as PDF files
Email Invoices, Quotes, Receipts and other customer documents as PDF files
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Our 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. You simply need to create the Invoice or Quote as normal, then select it from the list in the Customer History tab, then tick the as PDF checkbox and click Email attached file
When emailing a document, the default Email Body Text is generated from a template which can be edited from Tools->Maintain Templates by selecting the Document Type as "Email attached file" and clicking Edit Template.
Email Invoice
