Project Mailing Configuration: Project Quotes

You can email a project quote that has been submitted and approved (if approval of project quotes is set up in the system) to the customer for review if the status of the project quote is Prepared or Sent. To do this, while viewing the quote on the Project Quotes (PM304500) form, you invoke the Email action on the form toolbar. The system creates an email activity and lists the activity on the Activities tab of the form; it also attaches a printable version of the quote to the email, sends the email the recipient, and changes the status of the quote to Sent.

The email address of the recipient is taken from the contact information specified on the Addresses tab of the Project Quotes form.

The system generates the email in accordance with the settings of the PMQUOTE mailing of the project template selected for the project quote. The settings of the project template on the Mailing & Printing tab of the Project Templates (PM208000) form are copied from the Mailing & Printing tab of the Projects Preferences (PM101000) form and can be overridden at any level, if needed.