In Gespoint there are three options to send emails with quotes to clients, invoices, work orders to translators, etc.
Each user can choose which program to use to send emails on the Agenda > My personal data > Mail data screen.
The options are:
Option 1: Email reader software = "Microsoft Outlook"
You need to have Microsoft Outlook installed on your computer and configure Outlook with your email account (username, password, etc.).
When Gespoint sends a document (an invoice, quote, etc.) Gespoint will generate an email in Outlook with a PDF attached and automatically open Outlook. The final sending of the email will be done by Outlook and it will be saved as "Sent item" in the Outlook folders.
Option 2: Email reader = "Others"
If you use another mail reader program, such as Thunderbird, mark "Others" and proceed as with Outlook.
You need to have your email reader program installed on your computer and configure with your email account (username, password, etc.).
When Gespoint sends a document (an invoice, quote, etc.) Gespoint will generate an email in your email reader program with a PDF attached and automatically open your email reader program. The final sending of the email will be done by your email reader program and it will be saved as "Sent item" in their folders.
Option 3: Email reader = "Gespoint"
If you don't use any email reader program like Microsoft Outlook or Thunderbird, you can configure Gespoint to send the emails directly, without going through any external program.
Select the option Email reader software = "Gespoint" and configure all the data of your email account (SMTP server, username, password, etc.) on the same screen. Press the "Test" button to verify that the data you have entered is correct and Gespoint can connect with your email server.
Optionally, check the "Save sent emails" box so that the emails that are sent by Gespoint are saved in the Agenda> Sent emails folder
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