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How do I send an e-mail when a quote got accepted?

< 1 min leestijd

When a quote is approved by a prospect or customer, you can use a FluentCRM automation to send a confirmation by email. This happens through the following steps:

  1. In FluentCRM, select Automations
  2. Click the New automation button
  3. Click the Start from scratch button
  4. Click the Peppol Commerce button
  5. Click the Quote accepted button, then click Next
  6. In the next screen
    • Provide a name for the automation and optionally add a short description
    • Select the ‘Subscription‘ status
    • Click the Save button
  7. Click the ‘Add an action’ button
  8. Select the ‘Send a custom email‘ in the Email section
  9. Configure the email template and click the Save button
  10. Set the status of the automation to ‘Published

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