How do I print an offer for a customer or send it by e-mail ?

The offer created for a customer will be sent to him either by post or by e-mail.

In the Offers file (accessible via the Sales menu), find the offer to be sent, then call the File>Print command or click on the Print button. Select the desired print format (Offers or a custom format) and confirm with the Print button.

In the Print format options, you can ask to print the appendices (created with the word processor or the integrated spreadsheet), the rounding differences, the background page containing e.g. a logo, the subtotals without the items. If you wish to send the offer by e-mail, check the corresponding box and choose the template letter created beforehand to accompany the offer to be sent as an attachment.

The offer will then either be printed or sent directly by e-mail to your recipient.