From a Customer Order for a unit deal, you can print or email an Offer to Purchase or Bill of Sale without leaving the order. This article walks through each step of the process, including how to configure your email options before sending.
Steps
1. Open the Customer Order for the unit deal, then click the Print button (the printer icon) in the order toolbar.
2. In the What Would You Like to Print? window, select the Deal tab, then check the box next to Offer to Purchase.
3. Choose how you want to deliver the document — click Print Selected to generate a PDF, or click Email Selected to send it by email.
Printing the Document
When you click Print Selected, Blackpurl generates the Offer to Purchase as a PDF. You can send it directly to your printer or save the file to your computer.
Emailing the Document
When you click Email Selected, the Choose an Email Address dialog opens. Complete the email form using the fields described below, then click Email Now to send.
Send To | Choose the email address attached to the customer record, or type in a different email address. |
Reply To | Set the email address that receives the customer's reply if they respond to this email. |
CC | Optionally send a carbon copy of the email to one or more additional addresses. |
Attachments | Shows what will be attached to the email. If the Customer Order has other saved attachments, you can include them by toggling each one on or off. |
Message | Optionally type a personal message to include in the body of the email. |