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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Navigation: QuoteWerks Help

CHAPTER 15: E-Mail Features

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QuoteWerks enables you to send your quotes, orders, and invoices by email to your customers directly from within QuoteWerks. No need to switch to another software package to send the email. QuoteWerks can send e-mails using two methods:

1.Use the QuoteWerks built-in SMTP e-mail client. The QuoteWerks built-in e-mail client supports the most common e-mail protocol known as SMTP (Simple Mail Transport Protocol). Some e-mail systems like Lotus Notes for example do not support the SMTP mail protocol. If you do not have access to an SMTP server, you will not be able to use the built-in QuoteWerks e-mail client.

2.Use the QuoteWerks link to Microsoft Outlook. Selecting this option, QuoteWerks will send the e-mail for you using your Outlook e-mail system.

Note:If your e-mail system does not support the above two methods, you can still e-mail your quotes by doing a print preview, then selecting File -> Save-As from the preview window, and save the preview as a PDF file, and then attach that file in your e-mail software.


Related Topics:

Setting Up E-Mail Features

Sending E-Mails

E-Mail Templates