Microsoft Outlook + QuoteCloud
Send emails in Microsoft Outlook when document statuses change in QuoteCloud
Stay on top of your document statuses in QuoteCloud with this convenient workflow. When a document status changes within QuoteCloud, an email is immediately sent via Microsoft Outlook notifying relevant parties about the update. This automation ensures no crucial changes go unnoticed, boosting efficiency amidst your document management processes.
Stay on top of your document statuses in QuoteCloud with this convenient workflow. When a document status changes within QuoteCloud, an email is immediately sent via Microsoft Outlook notifying relevant parties about the update. This automation ensures no crucial changes go unnoticed, boosting efficiency amidst your document management processes.
- When this happens...Document Status Changed
This triggers when a document with specified status has changed within your account
- automatically do this!Send Email
Send an email from your Outlook account.
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StatusRequired
Try ItQuoteCloud Product IDRequired
QuoteCloud User Account (Email)Required
Choose a Template
Document TitleRequired
Document Subtitle
Cover Page
emailRequired
firstnameRequired
lastname
phone
address
Company Name
Text Content Above Pricing Tables
Remove Pricing TableRequired
Product DescriptionRequired
PriceRequired
One-off
QuantityRequired
Addition
Line Item Note
Term
Tax percentage
Discount Percentage
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 9
Custom Field 10
Image 1
Image 2
Image 3
Image 4
Image 5
Image Link 1
Image Link 2
Image Link 3
Image Link 4
Image Link 5
Row TypeRequired
Heading Total
Levy Percentage
Text Content Below Pricing Tables
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Original Document ID
Auto Send DocumentRequired
Product SKU List
Product QuoteCloud ID
Contact EmailRequired
Customer Reference Number (ID)
Contact First Name
Contact Second Name
Contact Company
Phone Number
Address
Proposal Title
QuoteCloud Product ID
Product Short Name (Unique)Required
Folder Name
Sub Folder
Sub Folder 2
External Product NameRequired
Description
PriceRequired
Contract Pricing
Term
Levy Percentage
Image URL 1 (MAIN)
Image Link 1 (MAIN)
Image URL 2
Image Link 2
Image URL 3
Image Link 3
Image URL 4
Image Link 4
Image URL 5
Image Link 5
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
QuoteCloud Document IDRequired
New StatusRequired
Outcome Reason
Template NameRequired
