You can send Quotes and Sales Orders to your customers directly from Raynet. They receive them by email in PDF format.
Tip: You can customize Quotes and Sales Orders to your liking. Custom templates are available just for this purpouse. So if you do not like the default Quote and Sales Order design, be sure to try creating your own template.
Sending a quote and sales order
Quotes and Sales Orders are sent in the same way. We will show an example on the Quote detail. Click the three dots » Send quote by email.
In the next window, you can change the Recipient, add a Copy or Bcc. You can also add text and choose the export type (with or without pictures, with or without product descriptions).
If you have the Quote or Sales Order linked to a Contact, they will automatically be added as the recipient. If you only have an Account linked, the Account email address will be added. If you do not have the email address filled in for either record, you can fill it in manually. It is also possible to add your own text to the email, or edit the email footer that will be displayed in these emails.
Important: If you want to send the Quote or Sales Order to multiple email addresses right away, just separate the individual email addresses with a comma in the Copy field.
The recipient will see in their inbox that the email was sent via Raynet.
If the customer decides to reply to your email, the email will be sent to you, i.e., to the email address you use to log in to Raynet.
Tip: You can set a custom signature for emails that are sent via Raynet (i.e., when you send a Quote, Sales Order, or Invoice). See instructions on how to set up a custom signature in a separate article HERE.