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E-mail the Proposal

This Help File Page was last Modified on 03/24/2013

E-mail the Proposal

This Help File Page was last Modified on 03/24/2013

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E-mail the Proposal

This Help File Page was last Modified on 03/24/2013

Previous topic Next topic  
Proposals may be E-mailed rather than Printed following these steps:
Print - At the top of the Proposal Form, Click the Print Icon to open the Print Proposals dialog.

 

HelpFilesProposalPrintButton

Print button on the Proposal Form

 

Print - On the Print Proposal dialog, Click the Print button.

 

HelpFilesProposalPrintProposalPrintButton

Print Proposals Print button

 

Preview - The Proposal will be displayed on screen to Preview the results of your entries.

 

HelpFilesProposalPrintProposalPreviewEmailIcon

Proposal Preview with Email Icon

 

E-Mail - Instead of Choosing the Print Icon at the top of the Preview dialog, Choose the E-Mail Icon to E-Mail the Proposal.
The Outlook® Email dialog will be opened.
Email formatting - The Email is formatted as follows:

 

HelpFilesProposalsEmailProposal

Sample Email formatted with Proposal attached as a PDF File

 

To - The Email address entered on the Prospect Form will be inserted automatically.
Subject Line - The Company Name and the Prospect's Name and Proposal Number will be inserted.
Attachment - The Proposal will be attached as a PDF file.
Message - Then enter the Email Message that you want to include with the attached Proposal.
Send - Click the Send button.