Quote Sent

This template is used to notify customer contacts when a quote is sent by the project manager.

Recipients: Customer contacts.

This notification requires that both the Project Creation Form (PCF) Notification and Notify Customer when quotation is sent settings are enabled.

This template includes the following available elements:
  • Also Deliver To
  • Billing Account
  • Body Part Url
  • Client Module: Quote Required
  • Comments and Instructions
  • Contact Name
  • Customer Name
  • Delivery Delay Reason
  • Document Name
  • Enterprise Name
  • Priority
  • Project Completion Date
  • Project Delivery Date
  • Project Group Code
  • Project Manager CC Names
  • Project Manager Name
  • Project Number
  • Project Title
  • Provider Name
  • Purchase Order
  • Quote Numbers
  • Reference Document
  • Reference Project Number
  • Send To
  • Sent By
  • Submitted Date
  • Traffic Coordinator

To: Jane Doe

Subject: New quote available for project ACME-20200403-006

Heading: Quote Available

Message: A quote has been added to project ACME-20200403-006. View quote.