In this blog, we are going to discuss ”How to send an email to a quote Owner”.
Emailing a Quote in Salesforce for the customers is done for the approval process from the customers. The quote must be approved by the customers. Emailing a quote is done by attaching a PDF Quote to the customer’s or recipient’s Email addresses. The recipients will download the attachments and view the downloads in normal PDF format. We can also create custom Quote Templates with different Quote Format which include Quotes details in it.
Steps to send an email to a Quote Owner
- From Setup in the Quick Find search–> Search classic email template click new and choose HTML.
- Give Name as Email Template “Mail to Quote owner” and Email layout as Formal letter.
- Now in a Quick find box search Email Alert and click New.
This is the HTML preview of a Classic Email Template.
- Now Make a Record trigger flow so, that every time the Quote gets created or updated the mail will be sent to that Quote Owner of that particular User email.
- Make New Flow – steps to make a flow for Quote record:-
- In a flow, we have given a condition(Decision) for days to close field and if its value becomes negative then the user will get an email.
- Then take a Send Email alert on flow and give record id i.e Id of a Quote record.
Then Go to Quote record page update or create a quote to test. This is how you will be able to send an email to a quote Owner, but this can be applied to other objects as well with a few tweaks. Here is the link to the email quote request idea that was shared to Salesforce.
We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com.
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