Overview
Configure quote-related email settings, including reply handling, email copies, and default messaging.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
Settings > Quote
Emailing Options
Enable and configure email addresses as required for quote communication.
Customise where Quote email replies are sent
Set the email address that receives replies when a Quote is sent to a customer. When a customer replies to a Quote email, their response is delivered to this address.
📝Note
Multiple email addresses can be added using commas with no spaces
(e.g. abc@factory.app,xyz@factory.app).
Send a copy of Quote emails to
Automatically send a copy of all Quote emails to specified email addresses. This can be used to keep internal team members informed when Quotes are sent.
📝Note
Multiple email addresses can be added using commas with no spaces
(e.g. abc@factory.app,xyz@factory.app).
Include custom message on Quote emails
Add a default message that appears on all Quote emails sent to customers.
📝Note
The message can be edited manually when sending an individual email.
Include custom message on proforma invoice emails
Add a default message that appears on all Proforma Invoice emails sent.
📝Note
The message can be edited manually when sending an individual email.