How can I receive an email when a quote request is made?

If you want to receive an email notification when a quote request has been made you can turn on email notifications and have one or more people notified. Open the Quotify app and go to Settings -> Notifications.

Next, click Add recipient:



Now, enter the name and email for one or more receipients:



You can also change the email subject and message in the form listed below the recipients:



You can include dynamic information in the subject and message using Liquid, for example:

Subject: New quote {{ quote.id }} from {{ form.fields.first_name }}

Message: You've got a new quote request from {{ form.fields.first_name }} {{ form.fields.last_name }} with an order value of {{ quote.total }}

If you have a Pro subscription, you can use different themes or build your own using the template builder.

Updated on: 16/07/2024