To configure the email settings for quotes:
- Log in to the Onsight web 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 bounces will also go to this email address.
Reply-To Email Address
All replies will 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