undefined - Setting the Default Email Message when Sending Sales Quotes - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Setting the Default Email Message when Sending Sales Quotes

placeholder image

Introduction

When a Sales Consultant sends a sales quote to a customer, QuoteCloud handles generating the email. When you first sign-up to use QuoteCloud, a default email message is set up in your account. Follow these instructions if you want to change this default email body message or the email subject line.

While on the Sales Quote Dashboard, click on the Configuration menu, select the option Settings, then click on Company Settings.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Setting the Default Email Message when Sending Sales Quotes - illustration e38f2b1f-e57d-40d0-bdb9-7f616441b5ba

Select the Email tab to locate the default message settings.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Setting the Default Email Message when Sending Sales Quotes - illustration e0b6202f-265c-43e4-ae50-66bc8723f309

There are three email messages that QuoteCloud uses. The first email message and email subject are used when you first create a sales quote and send the sales quote to your customer for the first time.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Setting the Default Email Message when Sending Sales Quotes - illustration 182dbe0e-4714-4433-ad3d-32f21b719b92

The second email message and email subject are used when you revise a sales quote and/or resend the sales quote to your customer.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Setting the Default Email Message when Sending Sales Quotes - illustration 35233a05-8911-4322-ac1e-32f9cedc1270

The third is a confirmation email when customers use the Order Now button.

Choose which default email settings you would like to change and click into the email subject and email message template to type the message and subject line you would like to use.

IMPORTANT: There is a special link to open the sales quote (as seen below as a green button), if this link is removed, then the customer cannot open the quote (unless you attach it as a PDF to the email). 

It is highly recommended that you do not remove this Open Sales Quote link as it will disable many features only available on the web-view (HTML) version of the sales quote. If you have made a mistake in your email message, then click on the Load Default button to reset the message back to the default setting.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Setting the Default Email Message when Sending Sales Quotes - illustration 088c8958-e6d3-4b16-9b9d-97244bd355f9

Click Save to save your new default email message and subject line.

Related User Guide Topics

How To Login To QuoteCloud
How To Login To QuoteCloud
10 Mar 2022
QuoteCloud is a web based product, to access the QuoteCloud software you must use a current and up-to-date Web Browser for the best user experience. Preferred web browsers include Google Chrome, Safari, and Microsoft Edge.
Rows and Column in the Sales Quote Editor
Rows and Column in the Sales Quote Editor
13 Mar 2022
The Sales Quote Editor provides the option to split a row into multiple columns, this feature makes it easy to format content side by side.
Billing and Payment Details
Billing and Payment Details
13 Mar 2022
To update the credit card details for your QuoteCloud Subscription fees
Get Email Support
Get Email Support
13 Mar 2022
If you have questions or encounter a problem when using QuoteCloud to create your sales quotes, you can ask for support.
Setting the Default Email Message when Sending Sales Quotes
Setting the Default Email Message when Sending Sales Quotes
13 Mar 2022
Setting the Default Email Message when Sending Sales Quotes
Forgot Your Password?
Forgot Your Password?
13 Mar 2022
Instructions to reset your QuoteCloud account password.
Uploading Your Company Logo
Uploading Your Company Logo
13 Mar 2022
Your company logo is an important part of your sales quote branding, and can appear in your email message content when sending sales quotes to customers.
Previewing & Sending Sales Quotes
Previewing & Sending Sales Quotes
13 Mar 2022
Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer
Introducing The Sales Quote Editor
Introducing The Sales Quote Editor
13 Mar 2022
Learn the essential features in the Sales Quote Editor
Creating Your First Proposal
Creating Your First Proposal
13 Mar 2022
QuoteCloud makes creating sales quotes easy. Use this getting started guide to create your first sales quote.
Paying an overdue subscription invoice
Paying an overdue subscription invoice
13 Mar 2022
QuoteCloud is provided on a monthly or annual subscription service, along with additional extension subscriptions charged on the specific extension payment terms. For ease of use, subscription payments are debited from the payment method setup in your company account payment settings. If for some reason a payment is missed or bounces, the Account Administrator will receive a notification for the outstanding payment.
How To Adjust The Date Display Format For Your Company
How To Adjust The Date Display Format For Your Company
13 Mar 2022
QuoteCloud provides the flexibility to change the date format to be able to suit your preferences and locale defaults. These settings are reflected in the Sales Quotes themselves as well as in the user interface of QuoteCloud generally.
Creating a Sales Quote from a PowerPoint, Word, PDF, or Image File
Creating a Sales Quote from a PowerPoint, Word, PDF, or Image File
13 Mar 2022
To allow companies to seamlessly transition previously designed proposals or templates to QuoteCloud, you are able to upload documents in PowerPoint, Word, PDF, and image formats directly. Once uploaded, the document can be edited as a  template and in the Sales Quote Editor. 
How To Copy And Paste Content And Remove Formatting (Plain Text)
How To Copy And Paste Content And Remove Formatting (Plain Text)
13 Mar 2022
Copying and pasting into QuoteCloud is very much similar to the majority of other programs out there. You are able to paste with original formatting, or paste as plain text.
Using Your Own Email Address To Send Sales Quotes From QuoteCloud Using Amazon Simple Email Service
Using Your Own Email Address To Send Sales Quotes From QuoteCloud Using Amazon Simple Email Service
13 Mar 2022
To help make your sales quotes as presentable and descriptive as possible, QuoteCloud offers the ability to include images within your sales quotes. These can be your own images you upload, or images selected from a wide range of stock footage made available through the Unsplash integration with QuoteCloud.