Once saved, a quote/contract can be viewed, printed, or saved as a PDF.
By clicking on the "Send Quote/Contract to Advertiser or Agency" button, you can send a link of the quote/contract which will download as a PDF. When generating an email to the Advertiser and/or Agency, you can also decide if you want to send additional attachments and/or links within your email. Our system will automatically generate an activity record capturing the actions and noting the contents of email and what attachments were sent.
When pressing on the button to send a quote/contract as a PDF to the Advertiser and/or Agency, a dialogue box will open where you will have an option to send any additional files by checking or unchecking a box associated with that file. You have the option to view the PDF prior to sending. Upon pressing the send email button, your default email client will be invoked where you can then further edit your email if desired and send.
* PDF Preview
*Example below: Press send email, which will initiate your email client to send the email from you to the advertiser and/or agency.
Once the email is sent, the system will automatically generate an activity record for this action and will save to your client record.
