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leon:quotation-email-templates [2017/05/04 08:11]
bartek
leon:quotation-email-templates [2019/04/15 14:30] (current)
bartek
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-====== Quotations ======+====== Quotation settings ======
  
 [{{ :leon:settings:sales docs.jpg?100|Sending sales documents to clients}}] [{{ :leon:settings:sales docs.jpg?100|Sending sales documents to clients}}]
 +
 +[{{ :updates:email title tags.jpg?100|Email title tags}}]
  
 This section offers you useful options that can be used in contacting with clients or brokers you deal with.  This section offers you useful options that can be used in contacting with clients or brokers you deal with. 
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   * **Charter Agreement/Flight Quotations** - these documents can be added optionally by Leon Software - if you wish to have them please contact [[support@leonsoftware.com]]   * **Charter Agreement/Flight Quotations** - these documents can be added optionally by Leon Software - if you wish to have them please contact [[support@leonsoftware.com]]
  
 +A field 'Email subject' contains what is later displayed on the subject of the quotation documents email.
 +
 +I.e.: {{:leon:settings:quotation templates.jpg|}}
 +
 +
 +
 +   * **[ADEP_IATA]** - airport of departure IATA code. 
 +   * **[ADEP_NAME]** - airport of departure name.
 +   * **[ADES_IATA]** - airport of destination IATA code.
 +   * **[ADES_NAME]** - airport of destaination name.
 +   * **[TRIP_NO]** - trip number.
 +   * **[DATE]** - trip date.
 +
 +When the documents are sent out, the 'Email subject' text turns to:
  
-To send Sales documents to a client, in a section SCHEDULE, create a quotation (right-hand filter, tab TRIP), then after saving it right-click with the mouse and select appropriate document to be sent out+{{:leon:settings:email text.jpg|}}
  
 +To send Sales documents to a client, create a quotation (right-hand filter, tab TRIP) in a section OPS, then after saving it right-click with the mouse on the flight and select appropriate document to be sent out. 
  
 +<box>**It is possible to upload 1 or more files for each document - they will be sent out along with the selected document from a section OPS.**</box>
leon/quotation-email-templates.1493885490.txt.gz · Last modified: 2017/05/04 08:11 by bartek