on ‎2019 Apr 29 2:51 PM
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
Request clarification before answering.
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
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