How do I configure the email settings for orders and quotes?

To configure the email settings for orders:

  • Log in to the Onsight admin console at https://web.onsightapp.com.
  • Click on ‘Setup’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Click on the ‘Order Emails’ tab.

This screen contains several configuration settings for your order emails, including:

Email Orders to

The email address that all your orders must get sent to. You can fill in a single email address or multiple email addresses separated by a comma.

Copy Orders to Customers?

Should a copy of the order be sent to the customer?

Copy Orders to Sales Reps?

Should a copy of the order be sent to the sales rep who created it?

Copy Orders to Sales Managers?

Should a copy of the order be sent to the sales manager?

Sender Email Address

The email address that should appear as the From: address for the order email. All replies or bounces will also go to this email address.

Email Subject

Choose your own subject line for the order email.

Email Message

Choose your own message for the order email body.

Send Emails for Modified Orders?

Should an email be sent out each time an order is modified?

  • Click the ‘Save’ button

To configure the email settings for quotes:

  • Log in to the Onsight admin console at https://web.onsightapp.com.
  • Click on ‘Setup’ from the left-hand side menu
  • Click on the ‘Configuration’ menu item
  • Click on the ‘Quote Emails’ tab

This screen contains several configuration settings for your quote emails, including:

Email Quotes to Customers?

Should a copy of the quote be sent to the customer?

Copy Quotes to

The email address that all your quotes must be sent to. You can fill in a single email address or multiple email addresses separated by a comma.

Copy Quotes to Sales Reps?

Should a copy of the quote be sent to the sales rep who created it?

Copy Quotes to Sales Managers?

Should a copy of the quote be sent to the sales manager?

Sender Email Address

The email address that should appear as the From: address for the quote email. All replies or bounces will also go to this email address.

Email Subject

Choose your own subject line for the quote email.

Email Message

Choose your own message for the quote email body.

Send Emails for Modified Quotes?

Should an email be sent out each time an order is modified?

  • Click the ‘Save’ button

To configure the email settings for customers:

  • Log in to the Onsight admin console at https://web.onsightapp.com.
  • Click on ‘Setup’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Click on the ‘Customer Emails’ tab.

This screen contains several configuration settings for your customer emails, including:

Send Customer Invite Emails?

Should an invite email be sent to customers to download your product catalogue and/or the Onsight ordering app?

Sender Email Address

The email address that invite emails must be sent to. You can fill in a single email address or multiple email addresses separated by a comma.

Email Message

Choose your own subject line for the customer invite email.

  • Click the ‘Save’ button
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