Setting the Default Email Message when Sending Sales Quotes


Introduction

When a Sales Consultant sends a sales quote to a customer, QuoteCloud handles generating the email.  When you first sign-up to use QuoteCloud, a default email message is set up in your account.  Follow these instructions if you want to change this default email body message or the email subject line.

While on the Sales Quote Dashboard, click on the Configuration menu, and select the option Settings.

Now click on the E-mail tab (as shown below).

 

There are two email messages that QuoteCloud uses; the first email message and email subject are used when you first create a sales quote and send the sales quote to your customer for the first time.  The second email message and email subject are used when you revise a sales quote and/or resend the sales quote to your customer.

 

Choose which default email settings you would like to change and click into the email subject and email message template to type the message and subject line you would like to use.

IMPORTANT:  there is a special link to open the sales quote (by default, the link is on the line "... simply clicking here", if this link on the work here is removed, then the customer will only have access to the PDF version (if the sales consultant remembers to attach it to the email). The hyperlinks should be set to "%24{proposalLink}".

It is highly recommended that you remove this Open Sales Quote link as it will disable many features only available on the web-view (HTML) version of the sales quote.  If you have made a mistake in your email message, then click on the Load Default button to reset the message back to the default setting.

Related User Guide Topics

Previewing & Sending Sales Quotes
29 Oct 2019
Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer
Setting the Default Email Message when Sending Sales Quotes
14 Oct 2019
Setting the Default Email Message when Sending Sales Quotes
Resending or Forwarding a Sales Quote
23 Jul 2019
If you need to resend a sales quote to a customer or forward to more customer contacts, follow these instructions

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