Email notifications
This setting will designate who in your shop will receive/send the automated notification and response to the RFQ, quotes and requotes, orders, and payment. Click Add Email to include external non-team members to get the same email notifications (except RFQ Notification Sender).
- Quote-Send BCC Recipient
- Automatically BCC this user on all quotes sent in the platform.
- Note. The quote-send email will be sent from the verified user who is logged in and sends/finalizes the quote. All other automated emails will be sent from the admin on the account (unless RFQ Notification Sender is set up below). If the user has not verified their email address, quotes will be from noreply@digital-quote.com.
- Note. The quote-send will automatically CC the user who is logged in and sends/finalizes the quote, and auto BCC the salesperson assigned to the quote. You can review and edit this before sending it out.
- Invoice BCC Recipient
- Includes this user on external order shipment invoice emails sent to your customer.
- Note. The invoice/shipment emails will automatically CC the user who is logged in and creates the shipment, and auto BCC the salesperson assigned to the quote. You can review and edit this before sending it out.
- RFQ Notification Sender
- The user email address that SmartRFQ confirmation email will appear to come from when customers submit RFQs through the SmartRFQ from. Must have your email verified on the team's page in order to be able to do this.
- RFQ Received Recipient
- The user will get an internal email every time an RFQ is received from the SmartRFQ form on your website.
- Note. There is an external "RFQ Notification" email sent to your customer. This setting does not apply to that email.
- Order Confirmation Recipient
- The user will get CC'd on the internal order confirmation emails which can be sent either:
- After you facilitate the order in Paperless Parts (and select the checkbox to send the confirmation email to your customer).
- Or after a customer checks out via the Digital Quote.
- Note. The salesperson assigned to the quote will automatically be sent the internal Order Confirmation email.
- Note. There is an external "Order Confirmed" email sent to your customer. This setting does not apply to that email.
- The user will get CC'd on the internal order confirmation emails which can be sent either:
- Requote Request Recipient
- The user will get an internal email if a customer requests a requote of an expired quote.
- Payment Receipt Recipient
- The user receives your payment receipts from Paperless Parts.
Set email notifications for external emails by clicking Add Email!
