Product
CC purchasing on quotes, and check before you send
Send Quote now shows the recipient and total before it sends, and you can CC up to four more people, like the customer's purchasing contact.
Published AutoQuote3D team1 min
The engineer asks for the quote, but purchasing pays for it. Before, you'd send the quote, then forward it, then answer "did you send it to Dana too?" And a stray click on Send Quote sent it right away, with no chance to check.
What changed
- Send Quote opens a confirmation first. It shows who it's going to and the quote total (or the estimated total when tax or shipping is included). It also shows what gets added at checkout.
- An Add CC field takes up to 4 more addresses, 5 people in total. The success message lists who was CC'd.
- If you hit send twice within 2 minutes, the customer only gets it once.
- Order status emails already had CC. Now quotes do too.
How to use it
- Open a quote and hit Send Quote.
- Add the CC addresses, check the total, and send.
Or ask Claude or ChatGPT
Send quote [quote number] to the customer and CC purchasing@theircompany.com.
Open your shop to send a quote. If you want a hand, write support.