How do I quickly email deal-related documents (quotes, invoices, forms, etc.) from within my dealer system?

With email integration, there's no need to download deal-related data and attach it to an email when you can do it directly from the system.

Updated over a week ago

With email integration, sending any documents is easy! Let's see how you can send any documents relevant to a Deal via email to any contact from your email address—all from within the system.

1. Navigate to and make you are signed into your account.

Screenshot of: Navigate to <a href="" rel="nofollow noopener noreferrer" target="_blank"></a> and make you are signed into your account.

2. Under the "Sales Desk" heading section, select "Deals"

Screenshot of: Under the "Sales Desk" heading section, select "Deals"

3. From your Deals panel, select the "Edit" button for the relevant Deal.

4. Select the "INVOICES, QUOTES, & PAYMENTS" button to access the relevant documentation you would like to send.

5. Once you have found the document you would like to email (in this example, an invoice), select the downward-pointing carrot arrow next to the document and select "Email" from the drop-down options.

6. In the email composition panel that appears, fill out all of the necessary details, select any attachable forms, and send.

7. Using the drop-down carrot arrow, you can select the option email most documents that exist within your dealer management system.

Emailing anything just got easier!

After you have enabled email integration, you will notice that the "Email" function exists in various View options for documents. Anywhere this exists, this will open a similar email composition panel for quickly emailing documents to contacts from within your dealer system.

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