To Send Quote Letters From Service Contract

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To send quote letters by e-mail: 1. From the Service Contracts Authoring window, select the Tools menu and then select Email Quote. The Email Quote window appears. The To field comes from the Quote To field in the Summary Renewals tab. Enter a Reply To/Copy e-mail address of the sales representative or other individual who should be copied or replied to about this e-mail. This field is free- format text. You can use different From and Reply To e-mail addresses depending on which address the e-mail should come from, and which address you wish to route the e-mail replies. 2. In the addresses region, add additional recipients as desired. 3. In the message region, enter any text that you wish to appear in the body of the e-mail. 4. In the Attachments region, select the quote printing report. The reports are specific to the environment. This report summarizes the contents of the renewal contracts. 5. Click Send. A Note window indicating a concurrent request has been submitted appears. The message Layout templates should be defined in XML Publisher responsibility for application Service Contracts.

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Send Quotes

Transcript of To Send Quote Letters From Service Contract

Page 1: To Send Quote Letters From Service Contract

To send quote letters by e-mail:

1. From the Service Contracts Authoring window, select the Tools menu and then select Email Quote.

The Email Quote window appears.

The To field comes from the Quote To field in the Summary Renewals tab. Enter a Reply To/Copy e-mail

address of the sales representative or other individual who should be copied or replied to about this e-

mail. This field is free-format text. You can use different From and Reply To e-mail addresses depending

on which address the e-mail should come from, and which address you wish to route the e-mail replies.

2. In the addresses region, add additional recipients as desired.

3. In the message region, enter any text that you wish to appear in the body of the e-mail.

4. In the Attachments region, select the quote printing report. The reports are specific to the environment.

This report summarizes the contents of the renewal contracts.

5. Click Send.

A Note window indicating a concurrent request has been submitted appears.

 

The message Layout templates should be defined in XML Publisher responsibility for application Service

Contracts.