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Sending documents directly from OfficeOn
Sending documents directly from OfficeOn

Find out everything you need to know about sending documents directly from OfficeOn via email.

Updated over a month ago

All documents created in OfficeOn can be sent directly to your customers by email, all without having to download them first or even opening an email program. In just one click, OfficeOn also shows you when the document was delivered to the customer.

Settings

Before you can send emails from OfficeOn, please adjust your email settings in the "Communication" section under Settings.

You have the option to set a default reply address, where all customer responses will be sent—this is usually your company's email address. As the sender, your customers will automatically see your company name.

You can freely design and save various templates. You can set one template for each document.

To help create a more meaningful message, you can choose from various variables. These are shown as sample data in the live preview and will adapt to the document being sent in the email. If needed, you can always reset any template to the default template.

Sending documents by email

You can currently send the following documents from OfficeOn:

  • Quotes

  • Work slips

  • Order confirmations

  • Invoices (with the corresponding work slips) and cancellation invoices

Just click on the email icon in the top right-hand corner of the respective document view, or click on the 3-dot menu in list view and select "Send by email".

You can customise the subject, recipient and content of your message.

You can also send a copy of the email to yourself, if you wish. We recommend doing so if you want to double-check the email content (standardised or customised) at a later date.

Finally, click "Send" to submit the document to your customers. You’ll receive a message telling you whether the email was sent successfully. On the right-hand side of the document, you can also see when and to whom the email was sent.

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