Sending an email

Prerequisites: On-going modifications on the quotation must be saved.

From the quotation, an email containing the report of the quotation can be sent to the desired recipient.

From the quotation, click on

at the top of the screen then on Send by email.

In the Send by email window, specify the information:

Field	Description
To	Used to define the recipients of the email. By default, the specified recipients are contacts added as recipients of the quotation and checked Recipient (see Modifying the recipients of a quotation). Specify the first characters of the employee or the desired contact. Employees and contacts matching the search are displayed directly. Select the desired recipient. Add as many employees or contacts as necessary. If the recipient does not exist in Akuiteo, specify the email address directly. Tip Press F2 from the field to open the list of all existing employees and contacts.
Cc	Used to define the cc recipients of the email. This field is visible only when the Show details option is enabled. By default, the specified recipients are contacts added as recipients and checked In copy (see Modifying the recipients of a quotation). Specify the first characters of the employee or the desired contact. Employees and contacts matching the search are displayed directly. Select the desired recipient. Add as many employees or contacts as necessary. If the recipient does not exist in Akuiteo, specify the email address directly. Tip Press F2 from the field to open the list of all existing employees and contacts.
Bcc	Used to define the bcc recipients of the email. This field is visible only when the Show details option is enabled. Specify the first characters of the employee or the desired contact. Employees and contacts matching the search are displayed directly. Select the desired recipient. Add as many employees or contacts as necessary. If the recipient does not exist in Akuiteo, specify the email address directly. Tip Press F2 from the field to open the list of all existing employees and contacts.
Reply to	Allows you to define recipients in case of reply to the email sent with this feature. This field is only displayed if the recipients details is shown. By default, if the recipients reply to the message, the email address of the connected user will be used. If you want the reply to be sent to other recipients, add one or more employees or contacts, or specify the email addresses directly.
Template	The template reports available are shared editions such as Quotation and Quotation list type. The template reports available are shared editions such as Quotation and Quotation list type. The template used by default is the Quotation type checked By default with the lowest rank number. Check: either Include report in the email body so the report is added to the email body. The report must be available in the HTML format in order to be included in the email body. either Attach report to the email so the report is added as attachment instead of being in the email body.
Object	Specify the email subject. By default, the number and date of the quotation are specified but you can modify the subject if needed.
Message	Specify the message body. A note indicating the name of the sender is inserted automatically in the email body so that the recipient knows the sender of the email.

Click on Send.

The email is sent to the specified recipients.