You can send a document to customers right from the document pane. Once the document set up is complete, click Save and Send. The email pane pops up with the quote attached to the draft. If you have associated the document template with an email template, the template content will be displayed in the email pane.
You can also choose a different template, add or remove text from the email draft, and add additional links/images/videos to the email. If required, you can enable tracking for the email and you will be notified when the contact interacts with your email.
Once sent, the document stage is updated as “Sent to Customer.” You can track the document activity and the file version sent on the activity timeline. Based on the contact response, you can manually update the document stage as Accepted/Declined. You can also add custom stages for documents based on your business process in the Documents module.
