Quote Acceptance Email

8 votes

When a quote is accepted, or rejected the sales person should receive an email notification.

Under consideration Web Portal Suggested by: Tara K (27 Feb, '24) • Upvoted: 07 Jul, '25 • Comments: 7

Comments: 7
Oldest • Newest • Most likes • Fewest likes

22 Feb, '24
Angela Merged
It would be great if a notification popped up letting the administrator (me) know that a quote has been awarded by a salesperson and is now an order, instead of having to print a report or even look under the quote module everyday to see what has been awarded. We have hundreds of quotes that go out and are awarded and this would be so much more convenient.
04 Apr, '24
Tara Kidd Merged
Email or SMS notification to assigned salesperson when a quote is accepted
09 May, '24
Devin Lowe System
"Quotes Notification" (suggested by <Hidden> on 2024-02-22), including upvotes (1) and comments (0), was merged into this suggestion.
09 May, '24
Devin Lowe System
"Notify Salesperson when quote is accepted" (suggested by <Hidden> on 2024-04-04), including upvotes (1) and comments (0), was merged into this suggestion.
02 Aug, '24
Calvin Piche Merged
When a quote is converted to an order, can a select group of individuals get an email notification
01 Oct, '24
Moderator System
"Quote conversion notification" (suggested by <Hidden> on 2024-08-02), including upvotes (1) and comments (0), was merged into this suggestion.
06 Mar, '25
Heather Pohl
When a quote is accepted it would be a great feature to be able to dictate additional people on that would get the same email as the sales person in this scenario as well.