{"id":837,"date":"2017-01-26T09:39:25","date_gmt":"2017-01-26T11:39:25","guid":{"rendered":"http:\/\/docs.procedo.com.br\/?p=837"},"modified":"2024-11-14T13:55:59","modified_gmt":"2024-11-14T16:55:59","slug":"enviar-cotacao-por-e-mail","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/cotacao\/enviar-cotacao-por-e-mail\/","title":{"rendered":"Enviar cota\u00e7\u00e3o por e-mail"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">No CRM Easy \u00e9 poss\u00edvel exportar uma Cota\u00e7\u00e3o de Vendas por E-mail para seus clientes, ganhando assim agilidade no processo.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Como enviar por e-mail?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse uma Cota\u00e7\u00e3o de Vendas que est\u00e1 &#8220;Ativa&#8221; ou &#8220;Ganha&#8221;.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Clique no bot\u00e3o <strong>&#8220;A\u00e7\u00f5es&#8221;<\/strong> e <strong>&#8220;Exportar Cota\u00e7\u00e3o&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) Escolha o &#8220;Modelo&#8221;, o &#8220;Formato&#8221; e no campo <strong>&#8220;Sa\u00edda&#8221;<\/strong> selecione a op\u00e7\u00e3o <strong>&#8220;E-mail&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4) No modal que ser\u00e1 aberto preencha o formul\u00e1rio de cadastro e adicione o &#8220;E-mail&#8221; para o cliente que deseja enviar a Cota\u00e7\u00e3o de Venda.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2388425e6b9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2388425e6b9\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"593\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138-1024x593.png\" alt=\"Modal para enviar a cota\u00e7\u00e3o por e-mail\" class=\"wp-image-3152\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138-1024x593.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138-300x174.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138-768x445.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138-60x35.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138-150x87.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-138.png 1342w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">5) A Cota\u00e7\u00e3o ser\u00e1 enviada diretamente no e-mail desejado. <\/p>\n\n\n\n<p class=\"has-white-color has-cyan-bluish-gray-background-color has-text-color has-background has-link-color wp-elements-44efc8a0b04e7762aa64f9aa9bb0a085 wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O: <\/strong>Quando o usu\u00e1rio envia uma Cota\u00e7\u00e3o de Vendas por e-mail, essa informa\u00e7\u00e3o estar\u00e1 dispon\u00edvel no cadastro do Contato dessa cota\u00e7\u00e3o na aba hist\u00f3rico.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>No CRM Easy \u00e9 poss\u00edvel exportar uma Cota\u00e7\u00e3o de Vendas por E-mail para seus clientes, ganhando assim agilidade no processo.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38],"tags":[61],"class_list":["post-837","post","type-post","status-publish","format-standard","hentry","category-cotacao","tag-cotacao-por-e-mail"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/comments?post=837"}],"version-history":[{"count":1,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/837\/revisions"}],"predecessor-version":[{"id":3153,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/837\/revisions\/3153"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}