Faster than the postal way is the communication via email. The quote can be sent as an email, email attachment or both, depending on the modules available.
Branded Prints moduleM
- Open via the event toolbar with New > Letter / email > Event name > Offer and select your Letter template.
Note: Depending on operational requirements, the folder structure may vary and different templates may be available.
Alternatively, open an empty letter in the side event navigation via Info Centre > New > Letter | Email and assign your template . - The input window of the letter or e-mail opens with the selected template and the data of the linked event (organiser, occasion, date).
- Make changes to the text if necessary.
- In the horizontal toolbar (to the right of Save), select the dispatch type E-mail (if not already preset).
- Change the subject of the email if necessary.
- Klicken Sie auf Senden oben in der horizontalen Werkzeugleiste.
In the basic version of Bp Event, you send offers as e-mail attachments in PDF format.
- Open via the event toolbar with New > Letter / email > Event name and select a template.
- Open a list of form templates in the word processing toolbar at Event sheet with Space+Tab .
- Select the desired form by double-clicking or by selecting and Apply .
- Enter the subject of the e-mail.
- Enter the text of your email and Send Send the email with attachment using the button in the horizontal toolbar of the input window.
If you have the Branded PrintsM, you can also format quotes using text templates and send them directly as an email. In addition, you can send the same letter as an attachment in another file format.
- As described, open a new email with the desired text template that uses the event and segment data.
- Select the desired file format ( PDF, HTML or DOC) in the toolbar of the text tab at Attach text as .
- Enter the file name of the attachment.
- Send the same quote as an email and as an attachment via Send in the horizontal toolbar of the input window.
To use the e-mail for a separate cover letter, the offer can also be formatted as an attachment using a text template.
- Open a new email for the event as described.
- Click on Cover letterin the horizontal toolbar of the email.
- Decide whether you would like to create a New cover letter , add the offer to the cover letter Copy or add the offer to the cover letter Move .
- The text tab of the e-mail cover letter opens and the offer is automatically attached in PDF format.
- Select a template for the cover letter in the word processing toolbar via or enter the text of the cover letter.
Alternatively, use shortcut F4 and enter the abbreviation of the template. - Send the email with attachment via Send at the top of the input window.