Quotation Mail
You can use the
'Create E-Mail' function on the Operations menu of the Quotation screen to create Mails containing details of Quotations, allowing you to send Quotations to Customers by email.
Use this setting to define the standard pieces of text that will appear in all Mails created using this function.
- Header
- Enter the short piece of text that is to appear in the Subject line of the Mail.
- First Text
- Paste Special
Standard Text register, CRM module
- Specify here the Code of a record in the Standard Text register in the CRM module. This record will contain the text that will appear at the beginning of the main body of the Mail, before the Quotation's Items are listed. In the example Mail shown below, the text "New Quotation Items: " has been taken from the specified Standard Text record (i.e. that whose Code is "1").
- Last Text
- Paste Special
Standard Text register, CRM module
- Again, specify the Code of a record in the Standard Text register. The text in this record will appear in the main body of the Mail, after the Quotation's Items are listed and after the Valid Until Date and the Payment Terms. In the example Mail shown below, the text "Other Details: " has been taken from the specified Standard Text record (i.e. that whose Code is "L").
