Emailing Proposals, Invoices, etc.

Generating and Emailing Your Proposal/Invoice

Proposal

• From the event you have created, go to the upper right corner and choose the Quick Reports drop-down menu.
• Select Proposal from the pre-set list of the most popular reports used within events.

• Note: If the pop-up blocker (top of screen) prompts a warning when trying to preview a report, select Always Allow Pop-ups in your browser settings
  • Click here to learn more
• A PDF version of the proposal will generate.

• The Filename will automatically fill using the client’s last name, the title of the event (if entered) and the report type.
• You have a few options available:
  • Email Report – Send a PDF attachment of the proposal to your client to review.
  • Send For eSign – Send the Proposal for electronic signature (contact client care to add this feature).
  • Edit Parameters – There are many aspects of the proposal appearance that can be changed. Click this button to see what options are available.
  • Save As – Available options to save the file locally.

• • Refresh – If you made changes to your event in TPP, you may click the refresh button to update the PDF version you are viewing to reflect the new changes.
  • Close – Close the pop-up window.

Emailing Report

Once you click the blue Email Report button, you will go to the Email Report window where you can create your outgoing email.

• Email From – You will want to use the Email Setup option to connect your email to TPP
• Email To – This will automatically populate with the email from the assigned Contact on the event
  • If you need to change this, simply highlight the current email to erase and manually type the new email in the field
• CC and BCC – Add any CC or BCC email addresses you want here
• Reply To – Enter an alternate email here if you want replies to be sent back to a different email than the one you are emailing from.
• Always BCC – Enter an email that should always be BCCed on outgoing emails.
• Subject – Required field for email subject line
• Filename – Attachment name auto-assigned by TPP
• Add Attachments – Add up to 10MB of additional attachments to include in the email to your contact
• Preset Message – Insert an Email Body Message from your Custom Lists
• Merge Fields – Easily insert specific information into the body of your email using these
• Insert Payment Link – Only available for accounts with TPP Pay
  • Insert line of code in the body of the email that will convert to a link when received by client to make payments online via the TPP Pay Portal
• Body – Compose the body of your email here and format using the font toolbar
• Send or Close – Blue buttons at the top and bottom left of the window
  • Send – Send the email to your contact
    • A copy of the sent email will appear in the Email Sent List and in the event under Tasks/Notes as a completed task
  • Close – Cancel and delete the message before sending

Invoice and Event BEO/Worksheet

• Follow the same steps for the Proposal, except choose Invoice, Event BEO, or Worksheet to view the desired report.

• All options are the same, except Event BEO and Worksheet are internal reports and will not have the eSign option available.