Quote Acknowledgement Sent as an Email?

Jason O. shared this question ago

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Is there a way to send a quote acknowledgement email when a customer fills out a quote request form? I see that there is a template for quote acknowledgement, but I'd like for them to receive an email to their inbox showing that we've received the request and are working on it.

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Comments (3)

Brittany M. ● 20 months ago

We can create an automation to send an email to your customer if a quote was created within the last hour.

We would need you to create the email template in Settings-->Email Center and just let us know what the email name is.

Or you could adjust the send time in the email template Customer - Recent Quote (Customer Created). You could adjust to .15 days since quote,

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Let us know what you would like to do and if you have any questions.

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Jason O. ● 19 months ago

Sorry for the delayed response! Could you set that up like in your example? Would that be able to go out after a quote is composed on our website? I've saved an email as "Quote Acknowledgement Email" with the text I want. Could we add our logo wrap to that email as well? Thanks!

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Brittany M. ● 19 months ago

Hello,

I turned your quote acknowledgement email into an auto email. It will send out 1 hour after the quote was created.

Thank you

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Jason O. ● 19 months ago

If I mark it as inactive until our new website goes live, will that affect anything? I don't want these emails out until we make the switch from only staff-generated quotes to customer-generated quotes. Thanks!

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Brittany M. ● 19 months ago

It will not negatively affect anything. You can go ahead and mark inactive until you are ready to use it!

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