At the moment when we create a quote and click on "Email As PDF" it sends the quote attached as a PDF but it sends the quote to the client account email and all the contacts under the client's account.
How can we control who gets the quote via email?
Actually while writing this post i decided to take a look at the actual email template for quote delivery and found the template under the General Message section. So this indicates the client will receive quote via email and any contact with the General box checked.
I guess then the question would be how can we control who receives the quote via email?
How can we control who gets the quote via email?
Actually while writing this post i decided to take a look at the actual email template for quote delivery and found the template under the General Message section. So this indicates the client will receive quote via email and any contact with the General box checked.
I guess then the question would be how can we control who receives the quote via email?