Communication by email is faster than by post. The quote can be sent as an email, email attachment or both.
- Open a
New >
Mail for the event organiser and select
Quote and your
Template.
Note: Depending on operational requirements, the folder structure may vary and different templates may be available.
Alternatively, click onInfo Center in the side navigation and select
New >
Mail, then assign a
Template.
- The input window of the mail or email will open with the selected template and the data from the linked event (organiser, occasion, date).
- If necessary, make changes to the text.
- Select
Email as dispatch type in the toolbar (if this has not already been preset by default).
- If necessary, change the subject of the email.
- Click on
Send in the top left-hand corner of the window.
You can also send the same mail as an attachment in a different file format.
- Open a new email as describen and select a suitable
Text template that draws on the event and segment data.
- Go to the toolbar of the text tab and select the file format you want(
PDF,
HTML or
DOC).
- Enter the File name.
- Click on
Senden in the toolbar to send the identical quote as both email and email attachment.
To use the email for a separate and distinct cover letter, the quote can also be formatted as an attachment using a text template.
- Open a new email for the event as described.
- Click on
Cover letter in the toolbar of the email.
- You have the option to either create a New cover letter, Copy (Copy and paste) the quote into the cover letter or Move (Cut and paste) the quote into the cover letter.
- The text tab of the email
Cover letter will open and the quote is automatically attached in a PDF format.
- Select a
Template for the cover letter or enter a custom text.
Alternatively, use the F4 hotkey and enter the template code. - Click on
Send in the top left-hand corner of the input window to send the email and attachments