Sales Quote E-mail after status Won

[former_member191358]

Hello

We have setup the Sales Quote module in Sales Cloud with approval flow.

Currently when the sales quote is approved by the approver it sends automatically an e-mail with the Sales Quote PDF.

However we would like to change the process, it should sent the e-mail whenever the owner wants to sent the sales quote based on a button. Is that possible ?

Thanks

[former_member1115]

Hi Arian

This can be achieved by creating a notification/workflow rule of type email for sales quote.

You can add a button on the TI screen and trigger some action to update a dummy field(or any other depending on your requirement).

In the notification, add a condition to trigger the notification on update of the dummy field.

Regards

Praveen