Xcitium Platform

• Introduction To Quote Manager
  • Quick Start Guide
  • Login To The Quote Manager Module
  • The Quote Manager Admin Console
• The Home Screen
• Manage Items
  • Add A New Item
  • Add Bulk Items
  • Edit An Item
  • Archive Out-Dated Items
• Manage Customers
  • Add A New Customer
  • Edit A Customer
  • Archive A Customer
• Manage Quotes
  • Generate A New Quote
  • Answer Feedback And Process Quotes
  • Set A Reminder
  • View Quote Activity
  • Archive A Quote
• Manage Quote Templates
  • Create A New Quote Template
  • Remove A Quote Template
• Settings
  • Personal Settings
  • My Company Settings
    • General Settings
    • Quote Appearance Settings
    • Quote Parity Settings
    • Quote Currencies Settings
    • Configure Email Templates
    • Configure Company Settings
    • Configure Tax Rates
• Reports
  • Top Statistics
  • View Revenue Statistics
• About Comodo Security Solutions

Configure Email Templates

• Quote Manager sends notification mails to customers at various stages of the quote life-cycle.

• Admins can customize the content of these mails by creating email templates.

• Each template contains variables like quote title, company name and customer name which are auto-populated based on the quote details.

• Once these templates are configured, admins can check the content of the resultant emails by sending test emails.

The emails are sent for the following stages:

• New Quote created

• Quote updated by admin

• Quote accepted by the customer

• A question from the customer on the quote has been answered by the admins
  

The 'Email Templates' interface will open with a list of templates available with QM.

Manage email templates

• Open the 'Settings' page by clicking the gear icon at the top right and choosing 'Settings' from the drop-down

• Click 'Customer Emails' under 'My Company Settings'

The Email Templates interface will open with a list of templates available with QM.

Each template will have a standard content and variables. The variables are indicated by text inside square brackets and will be substituted by respective information, from the quote details. For example,

• [customer-name] will be substituted by the name of the customer for whom the quote is generated

• [company-name] will be replaced by your MSP company / enterprise name

The link in the body of the email will be replaced by the link to point the quote page of the respective quote.

• To change a notification message displayed in the subject line of the email, edit the content under 'Quote Title'

• To change the content in the Message text and/or Message footer, directly edit the text in the respective white boxes.

• To change a variable to have a constant text, for example, to permanently replace [company-name] with the name of your company, directly replace the variable with the content

• Click 'Save' for your changes to take effect

• To check the content of notification email, click 'SEND TEST EMAIL'

The test mail will be sent to your email address.