Auto Send Email

Auto Send Documents

The Auto Send module is designed to allow fast, automatic sending of a variety of EBMS documents via email.  This tool takes the mundane and repetitive tasks of communicating quotes, orders, invoices, receipts, and other documents, and automatically sends them via email to the customer, vendor, or worker.  This flexible tool includes the ability create communication templates, set targeted contact information, and configure a send process that sends documents based on user-defined criteria.  

Auto Send Messages via email, email to fax service, and email to text (SMS).

Auto Send Insider Series

Auto Send and other CRM Tools ERP Support Training

Review Auto Send Overview for Auto Send options, locations, and more details.

Review Send Now and Print Now Tools to learn more about sending an email from a task or a document and explore other CRM features in EBMS.