How do I configure the email settings for quotes?

To configure the email settings for quotes:

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Settings’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Click on the ‘Quote Emails’ tab.
  • See your present email settings for quotes.
  • Click the ‘Edit’ button.
  • Edit the setting that you want to change.
  • Click the ‘Save’ button.

There are a range of email settings that you can change:

  • Email quotes to customers?
    Should a copy of the quote be sent to the customer?

  • Email 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 name
    This name will display in front of the sender email address. The default sender name for your account is the company name you used to sign up for your account.

  • Sender email address
    The email address that should appear as the From: address for the email.
    All bounces will also go to this email address.
    The default email address for a new account is [email protected]. If you would like to display your own company email address here, we will need to validate your domain. Please contact [email protected] for more information.

  • Reply-To email address
    When users reply to your quote emails it will go to this email address.
    The default Reply-To email address for your account is the email address that you used to sign up for your account.

  • Email Subject
    Choose your own subject line for the quote email. If you leave this field blank then our default email subject line will be used for quote email confirmations to you and your customers. If you want to customize your email subject line, please follow the instructions here: https://www.onsightapp.com/user-guide/how-do-i-customise-the-subject-line-for-orderquote-emails/

  • Email Message
    Choose your own message for the quote email body.

  • Send emails for modified quotes?
    Enable this if you wish to trigger an email notification when a quote is modified.

  • Send emails for cancelled quotes?
    Enable this if you wish to trigger an email notification when a quote is cancelled.
Back