Business owners: deliver valuation emails when orders ship
Business owners: deliver valuation emails when orders ship
Business owners risk insurance delays when valuation PDFs aren't sent after fulfillment. Auto-send the valuation PDF on fulfillment so insurers have paperwork and staff close the sale.
Overview
Missing valuation emails can delay insurance submissions and create manual work that holds up the sale. This workflow makes sure valuation PDFs go to customers when orders are fulfilled, eliminating missed paperwork and giving staff a clear signal to finalize insurance.
Notable Features
- Send valuation PDFs on fulfillment
- Attach customer-specific valuation document
- Mark order paperwork as completed