Sending a contract by email is very easy to be done:
- Click on Contract submenu from CRM module.
- Click on a contract.
- Click on Send by Email.
- Enter customer's email at Recipient field then add informations to other fields if you need. Also you can select to be sent copies of contract to other people. Dont forget to select what Attachments you want to send.
- Recipients *: choose a recipient or type an email address.
- Copy: you can send a copy to yourself and/or to the Account Manager.
- Subject: this will be the subject of the email when you send it to the customer.
- Message: this is the content of the email that will be sent to the customer.
- Attachments: here you can check to send a PDF version of the order as an attachment.