Pro: Sending emails from Heatpunk
This guide applies to the pro versions of Heatpunk
With pro, you have the option to send emails without needing to leave Heatpunk. This includes sending e-signing links and uploading any attachments from your project or team documents.
Sending emails in Heatpunk
Emails can be sent from the templates in the project overview or from within individual documents.
If you'd like to send a document for e-signing, these must be sent from within individual documents.
Emails from the project overview
You can access the email management section via the project overview. Here you can keep track of emails that have been sent. Emails highlightedthat have not yet been sent will be outlined in red with a crosscross. Once you have not been sent yet.an email, it will be outlined in green with a tick.
To send emails from this section just click on the one you'd like to send or 'blank email' and follow the steps below.
Required attachments
Emails from the project overview will have required attachments, if you have already uploaded the file to the project, these will automatically attach.
If you would like to use a different document to one generated in Heatpunk. For example you would like to use a different quotation, then you can upload this to the document management and reassign the type to 'Quotation'. After doing this, it will automatically attach to any emails that require a quotation.
Emails for e-signing
Documents that can be sent for e-signing will display this in the document form:
When you generate the PDF, you will then see the option in the bottom left to send the e-signing link as an email:
Read here for more information on e-signing.
Editing and sending an email
Usingyou select one of the Quotationoptions emaildetailed as an example, when you click on the Quotation email optionabove, it will open aan modalemail window like the one shown above.below. TheIf you have filled in the customer’customer's email addressin the project details, this will automatically be filled (if it has been added to the project). Your email will populate in the ‘Cc’'To' field.
The quotationany required documents will be automatically attachedattach to the email if it washas been saved to the file management section.section. You can add other attachments and then click Send when you are ready to send.
AddingAfter additionalyou attachments
have Yousent canthe addemail, additionalyou fileswill tosee on the left of the email bythe clickingdate Addand attachments.time Pleasethat noteit youwas sent with a green tick.
Sending emails from your domain
By default, emails in Heatpunk will onlysend from a no reply address but these can be ableset up to uploadsend filesfrom youyour previouslyemail uploaded/saved to the file management section or component management section. More information on this, see our guide on Document Managementaddress.
|