cancel
Showing results for 
Search instead for 
Did you mean: 
Read only

Manual E-mail after Sales Quote Approval

former_member191358
Participant
0 Likes
305

Hello

In Sales Cloud we are using the Sales Quote functionality with approval process.

After the Sales Quote is approved an e-mail is sent automatically to the customer with the Sales Quote PDF.

We want to disable this feature and let Sales Reps manually sent the E-mail.

Wondering how:

1/ Disable the feature of sending automatic e-mails after sales quote approval

2/ How to send the e-mail manually? (I know you can do this in Sales Order with action button "Send E-mai"l)

But I don't see this option for Sales Quote

Any idea ?

Regards

Accepted Solutions (0)

Answers (1)

Answers (1)

former_member261131
Participant
0 Likes

Dear Arian,

approvals are submitted automatically based on the sales quote output settings.

Please see Sales Quote Approval Process .

The manual 'Send E-Mail' option is not currently available for Sales Quotes.

Should your business require a change to the process, we would like to kindly ask you to post this new request on our influencer page: click the user icon at the top of the screen and choose 'Share Your Ideas' / https://influence.sap.com/SAPCloudforCustomer .

Best regards,

Vivien