Send completed valuation email to customer after fulfillment
Send completed valuation email to customer after fulfillment
Your fulfilled orders lack attached valuation PDFs, leaving customers without proof for insurance and prompting support inquiries. Send the PDF and confirmation email automatically so customers have insurance-ready documentation the same day.
Overview
When orders ship with a valuation requirement, manual emailing creates support noise and delays. This flow finds or creates the valuation, sends it to the customer, and files the record so your team can close orders and reduce follow-ups the same day.