Email Editor

We had a lot of requests for this one, and it’s finally ready for you to use: Now you can send emails with attachments directly from Fulcrum! You’ll be able to customize your messages and attach documents generated by Fulcrum – like quotes and sales orders – as well as upload and attach additional files. This should help streamline the work for anyone that sends documents to customers or vendors.

You can also set up email templates specific to quotes, invoices, etc.

This functionality is available in the Sales, Purchasing, and Accounting modules.You can activate this new feature with our setup guide.