Email Customers / Quote Acceptance Settings

This option can be used when there is need to customize default settings when sending an email after generating documents.

Related links:

* generatedocuments

* Customer Quote Collaboration and Acceptance


Send Email To Customer Form

Don't preselect TO on Send Mail: - Set to TRUE in order not to preselect To on Send Mail.
Don't preselect CC or BCC on Send Mail: - Set to TRUE in order not to preselect CC or BCC on Send Mail.
Emails are sent by: - Mail can be sent via SAP CPQ Mailer or Default Mail Client. SAP CPQ Administrator is able to determine if users should have one or both options.
Users can attach generated document to the Email. This option is: - SAP CPQ Admin is able to define whether option to attach document is hidden, visible, or pre-selected for the user.
Predefine Email Subject - Admin can predefine email subject. Also tags and expressions can be used.
Predefine Email Body - Admin can predefine email body. Also tags and expressions can be used.
Update Opportunity activity in Salesforce after sending Email to Customer - Set to TRUE in order to update opportunity activity every time email is sent.
Attach document to CRM opportunity when sending Email to customer - Set to TRUE to automatically attach generated document to opportunity.
Hide option to send document to opportunity from user - Set to TRUE to hide button 'Send to CRM'

Electronic Quote Acceptance Parameters

Show Generated Document On View Proposal: - Admin is able to set if generated document can be downloaded from View Proposal.
Show Quote On View Proposal: - Admin is able to set if generated document is shown on View Proposal.
Users can send quotation link in the Email to customer for electronic acceptance process. This option is: - SAP CPQ Admin is able to define whether option to send quotation link is hidden, visible, or pre-selected for the user.

emailcustomer.jpg

To make action Send Document to CRM visible on the Download Document and Send Email page, set application parameter Hide option to send document to opportunity from user (located in the Email Customers/Quote Acceptance Settings, in the Quotes submenu) to False. Consult the following image to see what we mean:

Translating Predefined Email Body and Subject

You can translate a Predefined Email Subject or a Predefined Email Body (Figure 3) using Dictionaries and CTX tags (our example illustrates how to translate the Predefined Email Body).

To translate a Predefined Email Subject, you must first choose the Dictionary Key of the value you want to appear in the email body. Once you have done that, you should complete the following:

  • Go to Quotes>Email Customers/Quote Acceptance Settings where you will click the syntax checker button (Figure 4), select CTX from Available Tags and click Construct CTX tag

  • Select Dictionary from the Select CTX tag object dropdown menu; select Current from the Select Dictionary object (Figure 5)
  • To insert the value of your previously chosen Dictionary Key, select Value from the Select Current object dropdown menu
  • Click the AB button (Show Editable Argument) from the Select Value argument to be able to insert your key between brackets in the Your CTX tag: field
  • Click Insert

  • Check to see that the Condition entry field has been populated with the appropriate CTX tag; note that you will have to manually enter the Dictionary Key in the field
  • Click Check Syntax and if the system OK's it, click Update

  • Made sure that the Predefine Email Body entry field has been populated with your CTX tag and click Save

Once you have downloaded documents in Quote and you are ready to send your email, your Predefined Email Body will be translated and populated in the Email Form (Figure 6). Note that the system will translate your Predefined Email Body to the language set by the Default Dictionary option on User Page.

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