Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Sending sales quotations to customers via email
Your task/initial situation
You have created a sales quotation for a customer. You now want to send this sales quotation to your customer via email.
Requirements/Restrictions
Sending sales quotations via email
- Click on the Sales icon to go to the sales management in JTL-Wawi and click on the Sales quotations category.
- Select the sales quotation that is to be sent to the customer via email.
- Click the small arrow in the Issue button and select Sales quotation > Email.
The sales quotation is now sent to the email address of the customer saved in the sales quotation.
More options
Via the same menu, you can also export the sales quotation as a PDF, print it, save it to your desktop, send it as a fax or create a preview.