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44 results found

  1. In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically

    Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
    1. email confirmation to customer and attach Sales Order to email
    2. email warehouse a different sales order attachment without pricing
    3 email transportation a different sales order attachment with the information

    17 votes
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    1 comment  ·  Automation  ·  Admin →
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  2. Add the PDF to a mail teamplate

    I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.

    14 votes
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    0 comments  ·  Automation  ·  Admin →
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  3. Workflow based on customer activity

    The workflow automation is making life easier – so thank you for that!
    It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
    This would make keeping in touch with customers so much easier!
    Hope you can help!

    1 vote
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    1 comment  ·  Automation  ·  Admin →
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  4. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    0 votes
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    0 comments  ·  Automation  ·  Admin →
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