Feature - Add HTML Version of Sales Desk Quote Acknowledgement
Release Date: 3/17/2023
Version: 8.6 and Up
A new HTML version of the Sales Desk Quote Acknowledgement email has been created in Elliott 8.6. Setup for this feature is found in: Global Setup --> cop-Func --> print order/quote/rmA. This feature is related to HTML Order Acknowledgement (KB article: https://support.elliott.com/knowledgebase/articles/1988287-feature-add-html-version-of-order-acknowledgemen) and HTML Quote Acknowledgment (KB article: https://support.elliott.com/knowledgebase/articles/1998094-feature-add-html-version-of-quote-acknowledgemen).
To use the HTML version of the quote, enter "H" in field 25 as follows:
Enter "H" to get the new HTML version. Enter "T" to get the current text version of the email. Keep in mind the HTML version of the email is only supported in Elliott 8.6 and up. In prior versions, only the text email format is supported.
The following is a sample HTML version of the Sales Desk Quote Acknowledgement:
The company name and address on the top left corner is based on company setup information. This HTML format is hard-coded. At this moment, you can't customize it.
The email will be sent to any contacts added to the quote with the eContacts button. If no contacts have been added the program will open a window to prompt for an email "Send To:" address. The default for this value is the primary customer contact.
Print Customer Item on Quote Acknowledgement
The following flags in Global Setup --> Cop-Ctl --> Customer Item Xrf, will determine if the customers item will be printed on the quote acknowledgement:
if field 1 is set to "M" (controls printing of the customer item description) and field 4 is set to "Y" (controls printing of the customer item (YOUR ITEM:), see sample screen below:
The Sales Desk Quote acknowledgement email also supports the printing of order header and line item notes if the corresponding note types are set up to do so.
Send Sales Desk Quote Acknowledgement Email interactively
In Global Setup -> Cop-Func -> Print Order/Quote/RMA, flag "10. Send Immediate Quote (Order Entry)?, if this flag is not set to "N," then after finishing entering the order quote, the system will prompt whether to Email or Print the quote with this message at the bottom left corner:
Immediate Quote (E=Mail, P=Print, B=Both, N=No)
If you answer "E" or "B," then the quote email will be sent.
You may interact with the email client or send the email directly with no more interaction. This depends on the following flag in Global Setup -> Cop-Func -> Print Order/Quote/RMA, 11. Send Immediate Email Interactively?
If this flag is set to "N," then the email will be sent and a confirmation message will indicate so.
If the value is "Y" and the quote is to be sent in HTML format, we will bring up the Elliott SMTP email client. See sample screen below.
In the above example, you can change From, To, CC, BCC, Subject, and attachment in the Elliott SMTP Email Client. This feature could be helpful if your customer service reps need to reconfirm a customer's email address. You can also change the subject of the email to be more specific to the quote. If you wish, you can also change the body of the email, as long as you know how to edit HTML.
On the other hand, if you choose the quote to be sent in text format, then we can use either the Elliott SMTP email client or Outlook. This depends on the email setup in Setup -> Misc. tab -> Email Settings -> Check box for "For interactive email..." See sample screen below:
The main takeaway is that Elliott uses Simple MAPI to interact with Outlook. Simple MAPI does not support HTML email format. Therefore, if you choose to send emails in HTML format, we must interact with the Elliott SMTP email client.
See also the following related articles for HTML order, quote and shipment acknowledgements:
Modified programs: EMLHTMN2.PL, CPSLSDSK, CPQUSEML, CPQUSHTM, CPQUOEML
DLM