Configuring PDF Attachments

Modified on Fri, 26 Feb, 2021 at 3:55 PM

When using ProSales to send emails to customers, attachments and text are automatically applied to. 

The list of attachments and email text for each type of report are as follows, relative to X where X is the server installation of ProSales. 

Quotations 

Calibration Quotation 

Body Text location : X:\ProSales\Email Content\calquotation_body.txt 

Attachment Locations : No attachments 

Footer Text location : X:\ProSales\Email Content\footer.txt 

 

 

Sales Quotation 

Text location : X:\ProSales\Email Content\salesquotation_body.txt 

Attachment Locations : X:\ProSales\PDF Documents\Customer Details Form.pdf 

                                                        X:\ProSales\PDF Documents\Terms and Conditions.pdf 

Footer Text location : X:\ProSales\Email Content\footer.txt 

 

 

Order Acknowledgements 

Text location : X:\ProSales\Email Content\orderacknowledgement_body.txt 

Attachment Locations : X:\ProSales\PDF Documents\Customer Details Form.pdf 

                                                       X:\ProSales\PDF Documents\Terms and Conditions.pdf 

Footer Text location : X:\ProSales\Email Content\footer.txt 

 

 

Invoices 

Text location : X:\ProSales\Email Content\invoice_body_body.txt 

Attachment Locations : No attachments 

Footer Text location : X:\ProSales\Email Content\footer.txt 


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