Proposals are currently not set up to send in groups. To send a proposal, open the proposal screen and either select the report from the File menu (“E-mail [Report Name]”) or hold Ctrl and press the number of the report you wish to send (1 for the first report, 2 for the second, etc.). An E-mail will appear with the report attached (in PDF format). Edit as desired and send. Note: this feature only works with Microsoft Outlook (Outlook Express and other E-mail clients are not supported).
Go to File > Auto Send Options > Proposal…
Select the reports if you wish to use the menu “quick send” options. The reports selected here can be sent from a Proposal by simply pressing Ctrl + 1, Ctrl + 2, or Ctrl + 3 (depending on which report you would like to send). An E-mail will be generated in Microsoft Outlook and displayed for the user. Click Send when you are done editing and want to send it. Note: This feature currently only works with Microsoft Outlook (Outlook Express and other E-mail clients are not supported).
Click on the Proposal E-mail tab.
The From Address should contain a valid e-mail address.
Enter an appropriate Subject line.
Enter the appropriate Body Text using HTML or plain text syntax. Note that line break tags (<br>) may cause extra lines in the E-mail. Review the Test Mode section for details on testing the e-mail creating and reviewing the e-mail result..
Enter the desired sales order or invoice Report: This Report should be a sales order or invoice form. Contact your EBMS consultant for information on custom reports needed for this process. .
The Minimum Report File Size setting: This feature allows you to stop any sends on export files that are below a certain file size.
Open a proposal and select the appropriate form from the File menu within the proposal as shown below:
