From the transaction view and if your transaction is finalised, you can click in the Actions column, and select “Send Documents” from the drop down menu and thus send documents to your customer via email directly from iziflo.




From the menu, you can choose other documents to send such as the consumption sheet, the price sheet, or the technical specifications. You can also click onto see a preview of the document before sending it.

You can also add other attachments such as product brochures, etc.

Enter the required information such as the subject and the message then click on Send. 
Each time an e-mail is sent, the e-mail address of the iziflo user sending the documents is copied by default. The copied address can be modified or deleted.



PDF CONFIGURATION


Once finalised, a PDF of your transaction will be generated. You will find all the details entered in the proforma form. You can also modify the PDF settings at any time by clicking on theicon and choosing the settings you wish.

You can generate a PDF anytime by clicking on theicon in the Document column of the Transactions view in the DEALS menu.



QR CODE AUTHENTIFICATION


You will also find a QR code which guarantees the authenticity of the transactions to a financial institution. Scan the QR code with your mobile device then enter in the code shown on the PDF. A confirmation page with the details of your proforma will display.