Enquiry PDF can be automatically sent to a customer who placed an Enquiry through your online store. It is a document with information about the customer, requested products, its recommended price and so on. This document should be automatically sent as an attachment of the Enquiry Confirmation E-mail (which is send when the customer places an Enquiry through your website). To make this work, you have to assign the Enquiry PDF to the Enquiry Confirmation E-mail as an attachment (this has to be done in the E-shop Settings).
Enquiry PDF needs a template that defines what it will look like. To make this work, you need to have the Enquiry Confirmation E-mail defined and assigned to particular E-shop Settings. Templates are created in the Tools module in the Templates application.
To be able to test this template, you have to assign it to the E-shop Settings first. Don’t forget to add it as an attachment to the Enquiry Confirmation E-mail.
Go to the Administration module, run the E-shop Settings application and edit the particular E-shop Settings that are responsible for your online catalog for which you have created this template. Remember that you have to define the Enquiry Confirmation E-mail. Without it there is no e-mail to which you can assign this template as an attachment.
Don’t forget about the Document Sequences. Document Sequence is used to a generate unique number for each Enquiry. Create Document Sequence for Enquiry and assign it to a particular E-shop Settings.
Navigate to the E-mails tab and click on the attachment icon located on the right side of the Enquiry Confirmation E-mail. A new window appears. Click the Add button and name this newly created attachment (it is only for your own purposes, it is not displayed anywhere) and select the Enquiry. Save these changes. Now you are able to test your Enquiry PDF.
If you want to change the name of the attachment, you need to go to the Translation Center module and run the System Translation application. Here edit the translation package used on your website. Search for the “Enquiry” string and translate it. This is the name that is displayed as a name of the attachment. Remember that System Translations can be translated also into the source language (English).
Enquiry is similar to the Invoice (or Proforma Invoice more likely). It contains the sender of the Enquiry (the customer) and the recipient (person who is able to process the demand itself). This information are taken from the Enquiry Widget, to which the required data is filled in by the customers.
The info about the recipient can be automatically taken from the Branch settings - it is according to your needs. In that case, the customer fills in the Enquiry Widget only information about himself/herself.
Remember that you need to use the Enquiry Widget to gather information about the recipient and sender of the Enquiry.
In Enquiry these special parameters can be used:
recipientName - The name of the recipient inserted through the Enquiry Widget
recipientSurname - The surname of the recipient inserted through the Enquiry Widget
recipientEmail - The e-mail address of the recipient inserted through the Enquiry Widget