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Categories CRM App
Created by Guest
Created on Jul 18, 2023

Order confirmation email only to be sent out for quotes confirmed to orders

The convert to order or quotation system setting can now be configured to use select on a per-quote basis if that quote should be confirmed as an order in their accounting system or a quote. When converting a quote at confirmation, the customer may not have always paid for their order yet and would therefore not expect to receive the order confirmation email. Allowing our customer to select if they would like only the quotes that are being confirmed to an order to send out the order confirmation email would benefit their business processes here and would ensure only customers who have paid for their order have received the order confirmation email from us.

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