Send  Quotes or  Orders as   Email attachments by creating an email within the event. An additional row with input and selection fields will appear above the regular toolbar on the  Text tab of the email.

Send Event sheets used for quotes or orders in PDF format as an email attachment:

1. Select a suitable  Text template that draws on the event and segment data.
2. Left-click in the input field Event sheet in the top line of the toolbar on the  Text tab.
3. Press Space+Tab to open a list of event sheet templates.
4. Double-click or left-click and  Apply to select the event sheet you want.
5. Activate the  PDF format if it is not automatically pre-assigned.

The Branded Prints^M module includes the option of sending Formatted quotes/orders as email attachments:

1. Select a suitable  Text template that draws on the event and segment data.
2. Open a  New cover letter (Open a separate cover letter)
3. Go back to the  Text tab and select a format for the attachment ( PDF,  HTML or  DOC).
4. The file name is prefilled with the subject of the email, but can be overwritten.