How to Send an Estimate via Email
ONYX Align allows you to quickly generate Estimates and send them via email to your customers. These emails contain a custom message and link to the Estimate and use whichever email application you use to conduct business.
Table of Contents
(1) Create an Estimate
-If you need assistance with creating an Estimate, see How to Create an Estimate.
(2) Click the "More..." button within the Estimate
(3) Click "Send estimate"
(4) Select the Variant(s) you wish to send
(5) Provide information for the email
|
Field |
Description |
|---|---|
|
To |
Select the email address(es) you would like to send the Estimate to. |
|
Subject |
Write the subject for the email. The default for this can be set within Configuration > Company Management > Email templates > Estimate. |
|
Message |
Write the body for the email. The default for this can be set within Configuration > Company Management > Email templates > Estimate. |
(6) Click "Send"
(7) Review the email in your email application
-ONYX Align will generate and open the email within your system's default email application.
-If the email is opening in the incorrect email application, make sure you have set the correct default email application within your system settings.
-Review the email information to make sure it is accurate.
(8) Send the email from your email application
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