How to Send a Sales Order

Learn more about how to email a sales order to your client.

On this page:

How to email a sales order

Email contacts

Email options

Attaching a file

Email templates

Subject line/message body

Sales order preview

FAQ

How to email a sales order

You can email a sales order to your client directly from the project. To email your sales order:

  1. Click the Actions button
  2. Select Email Sales Order
  3. Enter your email details
  4. Click Send Email (bottom of the page)

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Email contacts

Sending From

Emails sent from commonsku appear to come from your contact email, but you can also send emails on your team members' behalf.

To change the "From" address:

  1. Click the "From" drop-down at the top of the page
  2. Select the team member/email address you'd like the email to appear that it's coming from

Sending To

The "To" field automatically populates with the initial client contact's email. To add more email addresses, click into the "To" box to either:

  • Choose a contact listed on the client's page
  • Manually type a new email address

You can also click into the "CC" or "BCC" fields to cc/bcc a contact from your client's page.

There's no way to automatically populate your teammates' emails in the "To," "CC," or "BCC" fields. The drop-down list only shows contacts listed on the client's page.

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Email options

You can check or uncheck any of the "Options" boxes to:

  • BCC yourself (BCC Me) 
  • BCC the order rep (BCC Rep)
  • BCC the client rep (BCC Client Rep)
  • Request a read receipt (Request Read Receipt)
  • Attach an HTML version of the sales order (Attach HTML Form)
  • Attach a PDF version of the sales order (Attach PDF Form)
  • Include a link to the project portal (Attach Portal Link)

Sales orders send as static documents, which means they don't update in real-time. If you make adjustments to a sales order, you will need to send your client the revised version.

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Attaching a file

To upload a file to your email, click the Upload File button. 

From there, you can choose a file by either:

  • Clicking Project Files > select the file
  • Clicking Client Files > filter through the folders (optional) > select the file
  • Clicking Upload > select the file by dragging and dropping or click within the blue lines to load from your computer > click Done > click Close

All file attachments are accessible from the original email in the project's overview.

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Email templates

Email templates are a collection of pre-written text that you can pull into your email's message body. Your Admin can create/edit your teams' shared templates through the Admin Tab.

To use a template, you can either:

  • Click the "Template" drop-down and select from the existing templates
  • Click Add Template to create a new one

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Subject line/message body

The email's subject line automatically populates with:

  • Your company name
  • The form type
  • The form number

Your message body is a text field where you can compose your email.

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Sales order preview

Scroll to the bottom of the email screen to see a final preview of the sales order.

  • If you need to adjust something, click Close & Return to Order
  • If everything looks good, click Send Email.

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FAQ

  • Can I save a PDF version of the sales order?

Can I save a PDF version of the sales order?

Of course! To save a PDF version of the sales order:

  1. In the project's Sales Order tab, click Actions
  2. Select Preview Sales Order
  3. Print the sales order by right clicking your mouse and select print, click Crtl + P (Windows), or  click Command + P (Mac)
  4. In the print pop-up, select Destination: Save as PDF
  5. Click Save

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