Quotes Notifications - Quotes - Accepted / QuoteAccepted

Introduction

This article guides Seller Account Managers through the quote acceptance notification process in Platform. When a Customer accepts a quote, the system automatically notifies the relevant Account Manager with comprehensive quote details, pricing information, and direct links to view margins and track the associated order.

In this article:

• Quote acceptance notification overview
• Understanding notification recipients
• Viewing quote details and margins
• Managing notification settings

Quote acceptance notification overview

When a Customer accepts a quote, the Platform sends an automated notification to the Account Manager who created the quote. This notification provides essential information to help you track and manage the accepted quote effectively.

The notification includes the following details:

• Acceptance date and customer information
• Complete list of items in the quote with quantities
• Customer Price for each order item
• Total amounts per Billing Cycle
• Direct link to view full quote details including margins
• Direct link to the order for tracking or renaming

Understanding notification recipients

The quote acceptance notification is sent to specific recipients based on their roles in Platform:

To: Seller Account Manager (the user who created the quote)

Cc: Seller Primary (optional)

Bcc: Additional recipients (optional)

You can customize notification recipients to match your organization's workflow requirements. This ensures that the right team members stay informed about quote acceptances.

Viewing quote details and margins

The notification email contains clickable links that allow you to access detailed information:

View full quote details: Click the quote reference link to review all items, quantities, pricing, and margin information.

Access the order: Click the order link to track fulfillment progress, update the order name, or perform additional order management tasks.

Managing notification settings

You can modify notification recipients and preferences through the Settings page in the Platform. This allows you to add or remove recipients, adjust optional Cc and Bcc fields, and ensure notifications reach the appropriate team members.

To edit notification recipients, navigate to the Settings page and update the notification preferences for quote acceptances.

Summary

When a Customer accepts a quote, system automatically notifies the Seller Account Manager who created the quote. The notification provides comprehensive details including pricing, margins, and direct links to the quote and order for efficient tracking and management. Notification recipients can be customized through the Settings page to align with your organization's workflow.

Related content

• How to create a quote?
• Notification Settings