SMART Estimator

Exporting & Emailing Quotations

  1. Printing the Quotation

    To print your Quotation, you must first select the Project Item you wish to quote for and click on the Print Preview button. At this point, you will see a preview of the Complete Quotation which includes all the items in the Quotation.

    In this case, you can see how it will appear when exported or emailed to the customer. If you would like to know more about the Print Preview toolbar, click here.

  2. Exporting the Quotation

    While you are in Print Preview, in the Export Tools, you have the option to either save the Quotation as a Document File or send it directly to the customer via E-Mail. Click on the dropdown menu of the tool you wish to use and select a format.

    File Format Description
    Adobe PDF Export the Quotation as an editable and portable .PDF document. This is so that it can be emailed to clients and viewed using a PDF Reader or in a browser such as Microsoft Edge or Google Chrome.
    Word Processor Export the Quotation in a .RTF Rich Text Format, compatible with most word processing software.

  3. Emailing the Quotation

    Once you have the Quotation ready in Print Preview, select the option to send it via Email As from the Export Tools. Based on the E-Mail Template provided, an E-Mail popup will appear autofilled with the subject line, E-Mail body with SMARTText and the attached Quotation Document.

    If the Address Book is set up with the customer’s email address, it will also be filled in for you on the E-Mail, ready for you to send; you may make any changes you wish prior to clicking the Send button.

    Setting up an E-Mail Template

    If you would like to customise the E-Mail Template, utilising the same techniques learned in the Editing Quote Text documentation, please click here to setup the E-Mail Template.

  4. Print Preview: Tools & Features

    The following is a brief description of each tool on the Ribbon for the Quotations:

    Tools & Features Description
    Print Preview Deselect this to close the Print Preview.
    Set Email Text This opens the E-Mail Template editor to modify the E-Mail Template conveniently in Print Preview.
    Print Prints the quotation, providing options to select the required printer and paper.
    Quick Print Prints the quotation to the default printer.
    Page Setup Allows you to choose the paper size, margins, and orientation: portrait or landscape.
    Navigation Provides options to move back and forth through the pages of the quotation.
    Zoom Zooms the report to allow you to see the Quotation in detail or to view multiple pages.
    Page Colour Allows you to specify the background colour to use while printing, for example if your company uses a coloured background on its stationery.
    Export to Allows you to export the Quotation to an Adobe PDF file or a RTF Word document.
    Email as Allows you to create an email with the Quotation attached as an Adobe PDF or RTF Word document.
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