Proforma Email Template - Suppliers - All Countries

Description

When a proforma document is emailed to contractors from Interpreter Review, there is an email template for the proforma document to be attached to.

For supplied payees, the proforma document would be sent to the supplier and not the payee. Therefore, the supplier contact details would be needed for the email. The following data tags have been added to the proforma email template:

• <<SupplierContactFirstName>>

• <<SupplierContactSurname>>

• <<SupplierContactEmail>>

Open

Benefits

Additional merge fields to tailor emails that are sent to suppliers.

Configuration

No configuration needed to be able to select the new fields. However, it may be required to set up a different proforma email template if the supplier details are included in the template.