- Use the Tours → Groups item from the main menu.
- Find the desired group.
- Double click a row in the grid or click the Edit icon.
- Go to Offer tab.
- Click New button.
- Select one or more subgroups for which you want to create the offer.
- Select a customer or add a new one.
- You can also select more languages, change document date or write a comment.
- Click OK to save changes.
- Click on PDF button to see the preview of the offer.
- Roll over the Email icon.
- Select the language of the document that you wish to attach.
- The Email window will appear.
- Click Email icon to send the offer to your customer.
- Enter Massage title, Recipient (it will be taken from the database if available) and add more recipients in the CC field if you need to.
- Enter Message body or choose email template.
- Click Send button to send the message.