Emailing and Printing out your renewal batch

In this article, you'll learn how to print and email your renewal batch, a useful feature for managing recurring work.

Step 1: Navigate to Job Renewals on the left side of your screen.

Step 2: Click on the Edit Renewals tab at the top of the page.

Step 3: Here, you'll find your renewal batch. To identify the ones to email, search under the Preferred Contact Email.

Step 4: If the Preferred Contact column isn't visible, add it by clicking at the top right corner.

Step 5: Scroll down to find the Preferred Contact option and check the box.

Step 6: Select all emails using the Check All button.

Step 7: Click on Action Communicate Proposal and select your preferred format.

Step 8: If you're using an alternative template, click on Proceed to Communicate.

Step 9: You'll now see a list of customers to be emailed. Use your email template to write a message.

Step 10: If you're using an email template, it'll auto-fill the body and subject of the email.

Step 11: To find the prints, search for your preferred method of contact and go to Print.

Step 12: Select All, then Action Print Proposal.

Step 13: Choose your Proposal Format and click Generate Preview.

Step 14: Note the Last Email Sent Proposal, Last Printed on, and Last Sent Date columns. These provide useful information about when you last printed or sent proposals.

And that's it! You've successfully learned how to print and email your renewal batch.