generate quotes and a comparison report then email all
Hi.
Not sure how useful this would be to most but i thought i'd put it out there.
I'm trying to find a way to send several quotes to my customers in one email.
So far th ebest i can do is to send them one email for every quote i generate.
When we quote we often give our customers more than just one or two options. Our service can be utilized in a number of ways depending on th ecustomers preference so it would be handy to be able to offer them the ability to compare all options generated through a quote template at a glance.
for example if i have 3 quotes how do i email all in one email and not only that but is it possible to somehow attach a report that compares & summarizes the 3 quotes.
I fiddled around with the reports options which is great for creating the comaprison but there is no quick way to attach a report to an email along with a quote.
Basically what i'd like to see is the ability to generate several quotes for one client and then genarate a report to compare the quotes (listing the fields of most importance) and then being able to email those items as easily as I can send one quote by email.
While on the subject it would also be handy to be able to attach documents that have been saved to a contacts profile.
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Not sure how useful this would be to most but i thought i'd put it out there.
I'm trying to find a way to send several quotes to my customers in one email.
So far th ebest i can do is to send them one email for every quote i generate.
When we quote we often give our customers more than just one or two options. Our service can be utilized in a number of ways depending on th ecustomers preference so it would be handy to be able to offer them the ability to compare all options generated through a quote template at a glance.
for example if i have 3 quotes how do i email all in one email and not only that but is it possible to somehow attach a report that compares & summarizes the 3 quotes.
I fiddled around with the reports options which is great for creating the comaprison but there is no quick way to attach a report to an email along with a quote.
Basically what i'd like to see is the ability to generate several quotes for one client and then genarate a report to compare the quotes (listing the fields of most importance) and then being able to email those items as easily as I can send one quote by email.
While on the subject it would also be handy to be able to attach documents that have been saved to a contacts profile.
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