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.
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.