Receive a copy of new and accepted Quote emails

You can opt in to receive a copy of all new (sent) and accepted Quote Email Notifications.

This can be useful if you:

  • need to copy in a manager
  • use a CRM app that has an email integration feature (that’s not already supported by Quotient)

To setup an email to copy to, go to Settings > Email Notifications.

Note: For multiple email addresses, use a comma to separate.

Customer email vs your copy

The email you’d receive is slightly different from the email your customer would receive. Your email will have “- COPY” appended to the subject, and will include a brief snippet with some extra details such as the ‘potential value’ (sent) or ‘accepted value’ (accepted).

Note: Your customer does not receive these value details on their emails. Depending on your setup, these values will generally be tax exclusive.

Next Article: Find a copy of the email that was sent with the Quote →