You can send documents directly to a client at any stage in the process - perfect for sending over those all important Terms of Business.
To send a document to the contact, go to Actions either by selecting the contact in the contact table, or by hitting the actions button within the profile. Then press “Send document”.
🔥PRO TIP: You can edit the document name before sending out the document
When you click Send Document you can then configure the email options, select the option 'Send Vincere email only', choose which email template you’d like to use, set up the document, and hit send. Check the small video below for more details:
🔥 PRO TIP: You can configure the email template in Settings > Email Templates > Template Number 18.1.
Where can I find my documents after I've sent them?
When using Vincere email to send a document to a client, you can find the email in the emails tab of the contact and the company.
🔥 PRO TIP: You can create different templates using our Document Builder. For more information click HERE