Send Wizard
Send quotes and confirmations the same way every time.
Your team sends dozens of quotes, order confirmations, and invoices every week. Each one requires creating the document, saving it as a PDF, composing an email, remembering which template to use, attaching the right file, and hoping you didn’t miss anything.
Send Wizard eliminates all of that.
The Problem You’re Trying to Solve
Here’s What Usually Happens
A customer requests a quote. You create it in CRM. Now you need to email it.
So you generate the quote as a PDF. You save it to your desktop (or try to remember where you saved it). You open your email. You find the customer’s email address. You write a professional message (or copy/paste from last time and hope you updated everything). You attach the PDF—at least you THINK it’s the right one. You send it.
Or someone needs an order confirmation. Same process. Generate the document. Save it. Compose the email. Attach the file. Hope you didn’t attach last week’s version. Send.
Or an invoice needs to go out. Generate. Save. Email. Attach. Send. Repeat 47 times this week.
None of this is hard. But every step is a chance to:
- Attach the wrong PDF
- Forget the attachment entirely
- Send to the wrong contact
- Use inconsistent wording
- Waste time doing manual work that could be automated
What Send Wizard Actually Does
One Click. Professional Email. Correct Document. Every Time.
Send Wizard is a guided workflow that walks users through sending business communications—while automatically generating and attaching the correct PDF document.
Here’s what that looks like in practice:
Intelligent recipient selection: Send Wizard suggests the default contact but shows you all contacts for the account. Add or remove recipients as needed. CC internal team members. No more hunting for email addresses or forgetting to include someone.
Automatic document generation and attachment: Send Wizard generates the PDF (quote, order confirmation, invoice, proposal) and attaches it automatically. You never have to save it, name it, find it, or worry about attaching the wrong version.
Standardized, professional formatting: Every email uses consistent, professional wording. Your team doesn’t have to remember phrasing, worry about tone, or copy/paste from old emails. It’s handled.
Error elimination: No more “I forgot to attach the quote” or “I attached last week’s version” or “I sent it to the wrong person.” Send Wizard prevents these mistakes before they happen.
Why This Matters
This Isn’t About Saving Clicks
Yes, Send Wizard is faster than the manual process. But that’s not why it matters.
It matters because:
- Consistency builds trust. When every quote email looks professional and contains exactly what it should, customers notice. They’re not wondering if they got the right document or if something’s missing.
- Accuracy prevents problems. Sending the wrong PDF, forgetting an attachment, or emailing the wrong contact creates work—follow-up emails, customer confusion, lost time. Send Wizard eliminates these mistakes before they happen.
- Your team focuses on customers, not process. Instead of remembering steps, finding templates, and double-checking attachments, your team just answers: “Who should receive this?” Click. Done. They spend their time on work that matters.
What You Get
Included with P2 Control Layer Plans
Send Wizard is part of the P2 Control Layer—a set of tools we build, support, and maintain for clients who want their CRM to work the way their teams actually work.
When you get Send Wizard, you get:
- Setup and configuration tailored to your business communications. We’ll work with you to set up Send Wizard for quotes, order confirmations, invoices, proposals—whatever you send regularly.
- Email templates designed to match your brand and communication style. Professional, consistent, and easy to read.
- Automatic PDF generation for any document type you send regularly. The correct document is generated and attached every time.
- Intelligent recipient lists that suggest the right contacts based on the account, with options to add or remove recipients as needed.
- Ongoing support and refinement. Need to adjust email wording? Add a new document type? Update the recipient logic? We handle it.
This isn’t a plugin you configure once and hope it keeps working. It’s a capability we support over time.
Pricing: Send Wizard is included at no additional cost with our Managed Service Plans. It’s also available through Control Layer Plans (starting at $545/month for Foundation + 1 Solution).
See How This Works in Practice
Here’s a walkthrough showing how Send Wizard streamlines the quote-to-order process—automatically generating documents, suggesting recipients, and ensuring consistency.
This example shows Send Wizard in action as part of a complete order management workflow.
What to Explore Next
Send Wizard Works Best with the Rest of the Control Layer
If you’re thinking about Send Wizard, you’ll probably also want to look at:
Let’s Talk About Streamlining Your Communications
If your team is manually creating PDFs, attaching documents, and hoping they didn’t make a mistake, we should talk.