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Sales quote always email to sales representative

Hello,

Is there a way to always send (in CC) a Sales Quote to the selected sales representative, without manually changing the output settings in every quote?

With kind regards

Rudi

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1 Answer

  • Apr 18 at 02:46 AM

    Hello Rudi,

    CC and BCC in the output setting can only be entered manually in each document currently. The function is not yet supported.

    You may try the Workflow Rule function in Application and User Management work center, to create a workflow rule for sales quote. Once the workflow condition is met, a system notification will be created and sent to the defined user inbox.

    Thanks,

    Adie

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