Adilas has the ability to e-mail quotes. This feature has actually been available for some time, but now includes the new e-mailing system with all its variables and capabilities.
How to E-mail Quotes: Home (header tab) > Quote Homepage > Select a Quote (select the printable link option to the right) > E-mail (button)
Select a Quote (select the printable link option to the right)
Example of an Old Style – Quote E-mail
Example of a New – Quote Email.
Default Template (you get to decide the verbiage)
These are just examples. You can have any style template you wish. The five template storage fields can hold HTML e-mail templates up to 65,000 characters. The custom e-mail alternative can send HTML e-mail templates that are under 150,000 characters.
How to Turn This On: Other (header tab) > Other Settings > Corp E-mail Settings > Main E-mail Settings ( link on right hand side) > Use Snow Owl Quotes For Default Quotes
Video training is not available for the new Adilas E-mail functionality as of 4/10/18. It should be available soon. Click here to see if there are new updates for the new Adilas E-mail functionality.
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