E-mail the Proposal

□	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.