Print or send quotation document

There are two ways to print or send a quotation document:

You can click on the menu item Generate document whilst in a specific quotation

From the quotation list, you can select one or more and click on the Recap button (a single document will be generated)

The Print or Send screen is divided into two parts.

On the right you can see the preview of the document, this is updated according to the language and settings selected in the left part.

On the left side you will find the field from which you can select an action between printing the document and sending it by email.

If you are sending the email, there are additional fields:

1. Sender - The sender's name and email address can be chosen from among those that Sengerio automatically suggests, or it can be entered manually.

In both cases, Sengerio will remember the choice for the next time a quotation is sent.

The suggested information is the name and e-mail registered to your user data and also the information registered to the account or subaccount selected for the specific quotation.

It is important to note that the sender must be written as name<email> and the two fields must be modified individually.

2. Recipient - The recipient's name and email address can be entered manually but is suggested by Sengerio if their details are already in the system. This is applicable even if there is more than one recipient.

3. Cc and Bcc - These fields are only visible if they are selected.

If they are visible, they function similarly to the recipient field.

4. Subject - The subject of the email is automatically suggested by Sengerio based on the quotations you are sending and the selected language, but you can change it at any time.

5. Canned emails - By pressing on the corresponding label you can choose one of the canned emails that you have registered for the selected language, and its text will fill the body of the email.

To define a default email for a certain language, after selecting that language, press on the label and finally on the pencil.

6. Body - This is the text of the email that will be sent.

7. Additional options - You have various options available (especially in the case of printing) to decide what to show or hide in the document (click on Show more to see them all).

For example, the email usually contains a link to the quotation, but by removing the tick from Email with link, the document automatically becomes text only. Hence, the customer will see a text-only version of the quotation in the email.

Sengerio allows you to customise many details in your document templates.

Read this guide to learn everything you need to know about document templates.

To review the printed or sent documents of a quotation, open that quotation and click on Generated documents in the burger menu.
Keep in mind that for each quotation you will be able to view up to a maximum of 100 documents, the oldest ones will not be visible.

For each document you can see whether it was printed or sent by email, and you can reopen each document at any time.

Furthermore, in the case of email, the text of the email sent is shown and you can follow the events (such as the moment of delivery or opening of the email), by clicking on the rectangle with the three dots.

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Sengerio SUPPORT | 2024