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Create a Template E-Mail (With items From sales Quotes) for sending to Manager of Sales Quote.

Hi Experts,

I need help regarding the Custom development of send email to a Quote Sales Suppervisor. This mail can be developed with HTML template or SDK Development.


Scenario :

1) Send email to sales quote Suppervisor, this mail have the products of the sales quotes and two buttons.

  • Approve : This button enables options to save and finish the Sales Quote.
  • Reject: Cannot enables options to finish the Sales quote.

Questions:

1) Can be developed this requirement throw and HTML EMail Template ? if Yes please Explain ......

2) An Custom Development from SDK side ? if Yes please Explain.......

Many Thanks,

Pablo Ilich.

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2 Answers

  • Best Answer
    Posted on Sep 29, 2015 at 12:55 PM

    There is a way to map the Products from the sales quote to a HTML Template Mail or SDK?

    I need so to create two buttons to Approbe or reject the Sales quote, maybe mapping and Action to the button, Can be done by SDK?

    Thx

    Pablo Ilich

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  • Posted on Jul 21, 2016 at 01:11 PM

    Hello everyone,

    Former Member has raised an interesting point in his answer:

    "enabling approvals via email. The supervisor can get an approval email with some basic details. The supervisor can just reply with approved and it will approve the document"

    This is exactly what we are looking for, can someone tell me how to set up this function? Or tell me somewhere I can find a related doc? Pablo have you tried this?

    Thank you very much for your help!

    Alicia

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