Sending quote by activity e-mail RRS feed

  • Question

  • Hi,

    I'm trouble about how can i send this quote without export into PDF file format and can be automatic record it in quote entity. I have followed it as detail below

    1. Exported quote into PDF file format and saved it in my doc

    2. Go to quotes form regarding to the ID, then created new e-mail activity 

    3. Attached file with it and send to customer through e-mail router

    It's so alot of step to get just 1 quote.  Plese help.  Thanks in advance.

    • Edited by OrdinaryGal Tuesday, March 23, 2010 9:38 AM
    Tuesday, March 23, 2010 9:00 AM


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