Quotes - Accepted

When a customer accepts a quote, the platform sends a notification to the seller’s account manager who created the quote. The notification includes a link to view the full quote details, including margins, and a link to the order for further tracking or renaming. In this notification, customers will see prices for each order item and totals per billing cycle.

  • Notification trigger: Quote accepted by customer
  • Recipient:
    To: Reseller Account Manager
    Cc: (optional): Reseller Primary
    Bcc: (optional)

Notification recipients can be edited on Settings page

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