Quote Approved by Customer

This template is used to notify project managers and other optional recipients when a project quote has been approved by the customer.

Recipients: Providers. 

This notification is triggered when the Notify on Quotation events setting is enabled. Optionally, you can Enable Notify Requestors (req. by, cc, other cc) when a quotation is approved to include the original contact person who created the project as well as recipients added via the Other cc: field.

If the project manager approves the quote on behalf of the customer, you can enable the option Notify when a PM approves the quote to include providers in the notification sent.

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
  • Purchase Order
  • Quote Numbers
  • Reference Document
  • Reference Project Number
  • Send To
  • Sent By
  • Submitted Date
  • Traffic Coordinator

To: Project Manager Lucy

Subject: A quote has been approved for project ACME-20200403-006

Heading: Quote Approved

Message: Quote number QU-20200406-001 has been approved for project ACME-20200403-006.