Notifications and email templates

Notifications let you control who gets emailed and what messages look like.

Where to find notifications

Open Settings -> Configuration -> Notifications.

Notification types (common)

Quote-related:

• Quote delivered (customer)
• Quote accepted (customer confirmation)
• Quote accepted (internal)
• Quote revised (customer)
• Quote denied/rejected (internal)

Digest-style:

• Daily dashboard
• Daily material warnings

Recipients (internal notifications)

Internal notifications can be sent to:

• Quote owner
• Contact/customer owner
• Org owners/admins
• Everyone in the org
• Specific users
• Additional CC emails

Templates and tokens

Templates include:

• Subject
• Body

The system supports tokens like:

• {quoteNumber}
• {customerName}
• {contactName}
• {creatorName}
• {organizationName}
• {content} (auto-generated summary block for some notifications)

Tips

• Keep the subject short and put detail in the body.
• Use internal recipients for operational alerts, and customer notifications for shareable updates.