Quote Confirmation Email Program (K74)

Use this screen to define the program to generate quote confirmations for pre-order quotes.

System name field: Enter the program name to generate quote confirmation emails. The standard base program is QUOCONF, which generates a notification email in HTML format. Unless you are using a unique quote confirmation program, you need to have this system control value set to QUOCONF in order to generate the quote confirmation email.

For more information: See Quote Confirmation Email Sample and Contents.

Outbound email API: CWSerenade generates a generic outbound XML message, rather than an actual email, for quote confirmations if the XML only? flag for the quote confirmation template is selected and this system control value is not blank. The Outbound Email XML Message (CWEmailOut) includes additional information that is not included in the standard email notice. You might choose to generate the XML message so that you can use this information to produce a reformatted HTML that includes additional information.

For more information: See Outbound Email API for an overview and message details.

Company-level or entity-level email template? The system generates an email using the text from the quote confirmation email template, set up through the Working with E-Mail Notification Templates (WEMT) menu option. You can also set up an email template at the entity level as an override; see Email Setup within CWSerenade and Working with E-Mail Notification Templates (WEMT).

How to generate quote confirmations: The quote confirmation email or Outbound Email XML Message (CWEmailOut) is generated when you select the Email Quote option on the Print/Email Quote Window.

Determining when to email a quote confirmation: See Quote Confirmation Emails for a discussion on the criteria required to generate an email.

Order history message: When it sends a quote confirmation email or Outbound Email XML Message (CWEmailOut), CWSerenade creates an order history message such as Quote Conf to sample@example.com. You can review order history messages at the Display Order History Screen.

Leave this field blank if you do not want to generate quote confirmation emails.

IN03_02 Serenade 5.0 March 2015