This guide describes the procedure to configure and send a document (Quote, Proforma, or Invoice) via email and, optionally, via SMS.
Configure and Send the Document via Email
Procedure
1. Access the order management section where the document is located.
2. Under the label Personalizza email, click the configuration button. The button text will be similar to Configura [Document Type] or Invia [Document Type].
A modal window for sending configuration will open.
3. Email Configuration:
- On the left side, edit the email content by modifying the Messaggio personalizzato field (which includes the body text and the document title).
- On the right side, review or change the email Subject.
- Verify or enter recipients in the Destinatari/o email field. You can add multiple addresses separated by commas or select them from a list.
4. SMS Configuration (Optional):
- If you want to send an SMS notification, check the box next to Invia notifica SMS.
- Fill in the fields that appear:
- Destinatari SMS: Enter mobile phone numbers.
- Mittente: Select the sender from the dropdown list.
- SMS personalizzato: Edit the SMS message text.
5. Send Scheduling (If available):
- If allowed by the document, you might find the option Programma invio una volta ricevuto il pagamento.
- If you check this option, the final button will change to Programma invio.
6. Click on the send button to complete the operation:
- If you have not scheduled sending, click Invia (or Genera documento e invia adesso).
- If you have scheduled sending, click Programma invio.
You will receive a success notification once the document has been sent correctly.
