Send Quotations from the Sales Dashboard
The Logic TMS enables the sales team to generate and dispatch quotations directly from the system. This function aims to automate the quotation process by creating a PDF version of the quotation and attaching it to an email that is sent straight from the system, thereby improving efficiency and workflow.
- A quotation must be created in the Quotation Builder.
- The quotation must be saved as a PDF in the system's attachments.
- Contact information for the client or recipient of the quotation must be available.
- A body or message for the email is required.
Quotations can now be sent directly from Logic TMS, leveraging existing data to avoid redundant email entries.
The system retains contact information from quotations that have been copied, allowing for easier data inheritance from the original quotation.
An essential part of the process is the generation of the quotation, its conversion to PDF, and preparing an email body.
E-mails sent through the system will be automatically attached to the respective quotation, streamlining the documentation process.
Optionally, additional recipients or a copy recipient can be specified.
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