Quote Request Email Setup

Quote Request Email - Internal Procurement

Overview

Use this feature if you have an internal process for vehicle pricing and procurement. It automates the back-and-forth between the quote creator and your Procurement Officer: an email is sent out when a quote needs pricing, and a return email comes back once pricing is ready. The emails described below typically go to and from a Procurement Officer.

Setup

  • Enter an email address in the "Quote Request Email To" field to enable this feature.

  • This is the address that requested quotes are sent to, and the address the return email appears to come from.

  • If no address is entered in this field, the feature does not run.

How It Works

  1. A user creates a quote and saves it at Requested status.

  2. Catch-e sends the Requested Email to the address in the "Quote Request Email To" field.

  3. This recipient receives the email, carries out pricing/procurement, and updates the quote to Open status.

  4. Catch-e sends the Open Email back to the quote's creator, letting them know the quote is ready.

Expected Behaviour

Requested Email

Sent when a quote is saved at Requested status.

  • Sender: Quote creator

  • Recipient (To): The address entered in the "Quote Request Email To" field

  • Subject: Quote Requested: {quote_id}

  • Message: Internal Comments: {internal_comments}

Open Email

Sent when a quote is updated to Open status.

  • Sender: The address entered in the "Quote Request Email To" field

  • Recipient (To): Quote creator

  • Recipient (CC): Quote A/C Manager

  • Subject: Quote Ready: {quote_id}