Output to email PDF filename

KB000020 Submitted by Bentley Industrial Doors on Mar-20-2014


Description of Problem or Issue

When we output to email (ms outlook) from a quote/invoice etc., our machine with our original install of Instant Quote Professional 8.20 the pdf is named after the quote/invoice number, e.g Q8765.pdf or I10065.pdf. We have purchased a second workstation licence and on this machine when we do the same action the filename is quotation.pdf or invoice report.pdf.

Applies To: Instant Quote Professional

Resolution

The behavior described in the Problem/Issue section can be duplicated by using the Outlook Express / Windows Mail E-mail Method (see SMTP Setup tab of e-mail window). This setting uses MAPI as the e-mail protocol, which is not as robust feature-wise as setting the e-mail method to use full MS Outlook (bottom option).

To fix this issue (Provided that you are using full MS Outlook):

1) Click the e-mail button to e-mail a quote or invoice. With the e-mail quote/invoice window open, click the SMTP Setup tab.

2) In the E-mail Method selection, change to the bottom option: "MS Outlook 2000/XP/2003/2007". This option will allow Instant Quote Pro to communicate directly with Full MS Outlook.

3) Switch back to the E-Mail tab, and proceed to send your e-mail. The e-mail should now be using the Quote or Invoice # in the .pdf file name.

Resolved on: March 21st, 2014

Additional Information:

This is a similar resolution that also solves KB000021. By using the "MS Outlook" E-mail method in SMTP Setup, more options are available, such as ability to minimize e-mail window, set priority, request read receipt, include quote # in file name, etc. Article Last Updated on: March 21st, 2014.