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Email a pricelist, once or on a schedule

Send a pricelist to your customers as PDF, Excel or CSV — with a personal live link — and let Vinosoft resend it every week or month.

You can email a pricelist straight from Vinosoft. Each recipient gets an email of their own, so customers never see each other's addresses.

Send it now

  1. Open the pricelist under Articles → Pricelists.
  2. Click Send by email.
  3. Fill in the popup:
    • Language — the language of the email and of the attached files. Changing it reloads the default subject and message in that language; the recipients you typed are kept.
    • Recipients — type one or more email addresses.
    • Subject and Message — a ready-made text is filled in. Adjust it as you like.
    • Attach — tick PDF, Excel and/or CSV.
    • Include a personal link to the live pricelist — adds a share link for each recipient. It is placed where {link} appears in the message.
  4. Click Send by email.
url: Articles/Pricelist/Edit/a11ce000-0000-4000-8000-000000000001 viewport: 1680x1300 steps: - click: a[onclick^="openPricelistEmailModal"] - wait: #pricelistEmailForm - fill: #pricelistEmailForm .k-multiselect input.k-input-inner|[email protected] - press: Enter - fill: #pricelistEmailForm .k-multiselect input.k-input-inner|[email protected] - press: Enter crop: .k-window padding: 0 The "Send pricelist by email" popup with Language, Recipients, Subject, the message editor containing {link}, the PDF / Excel / CSV checkboxes and the personal-link option.

The personal link is a normal share link: it appears under Share links on the pricelist with the recipient's address as its name, so you can see whether they opened it. If you email the same person again in the same language, their existing link is reused instead of creating a new one.

Send it automatically

  1. On the pricelist, click Schedule emails.
  2. Tick Send automatically.
  3. Choose the Frequency:
    • Weekly — pick the Day of the week.
    • Monthly — enter the Day of the month (1–31). In shorter months, a later day sends on the last day of the month.
  4. Fill in the language, recipients, subject, message and attachments as for a one-off email.
  5. Click Save schedule.

Scheduled emails go out in the morning of the chosen day, always with the prices of that day. Below the pricelist's Save button you see a summary such as Sent automatically every Monday to 12 recipient(s) and when it was last sent.

url: Articles/Pricelist/Edit/a11ce000-0000-4000-8000-000000000001 viewport: 1680x1300 steps: - click: a[onclick^="openPricelistScheduleModal"] - wait: #pricelistEmailForm crop: .k-window padding: 0 The "Scheduled email" popup with Send automatically ticked, Frequency set to Monthly, Day of the month set to 1 and three recipients.

To stop the schedule, open Schedule emails again, untick Send automatically and save.

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