How can I notify my customers that they have quotes pending confirmation?

First you must access with your profile to Functionalities > Connect > My email templatesand create your templates as you wish.

You can create your template using text or using drag&drop, to design your template quickly and easily. You can use the tags we provide you to create generic emails.

Once you have set up your email template, go to Sales or SAT and select the quote you want to send and click on More > Send email template, select the template and click Send.

Congratulations! You've notified your customer that they have a quote pending confirmation.

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