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Is there a way to email a sales order or quote to a customer?

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Posted on by Kenny Harrill

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RMS provides the ability to email a purchase order. Can the same be done with a sales order or quote? Sometimes our customers request a copy of their sales order or sales quote. Right now, we are having to print a copy, scan it into an image file and then email a copy of that image file to the customer. Is there an add on, perhaps, to RMS that we can utilize? We'd like to be able to email sales orders - would save a few sheets of paper along the way.

Any help appreciated!!

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Community Member Microsoft Employee on at

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Re: Is there a way to email a sales order or quote to a customer?

The Retail Realm Store Utility has an eReceipt function that allows you to send Work Order, Quote, Invoice etc... as an email. Contact me for more info.

Afshin Alikhani - afshin@rrdisti.com
LanceM on at

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Re: Is there a way to email a sales order or quote to a customer?

I use PDFCreator for that purpose. It installs as a virtual printer and then you can print anything (receipts, quotes, etc) from the journal to pdf files. It works great. sourceforge.net/.../pdfcreator
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Re: Is there a way to email a sales order or quote to a customer?

Yes, we have some software that allows for this. Contact information is below.

Thanks Again,

Jason

jshapiro@transactiontree.com

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