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How to Customize E-Mail Text of the Output Channel

You want to change the standard E-mail texts from the Sales Quote Output.

  1. Go to the Sales work center.
  2. Go to the Sales Quotes view.
  3. Select & open any sales quote.
  4. Go to the Output tab.
  5. Click on Actions -> Edit Output Settings.
  6. Go to the E-Mail Text tab where you find the standard E-Mail text.

 

SalesQuote.JPG

You can create your own HTML template to change the standard text of the Sales Quote Output & Replace the standard template with your customized template.

Steps to create an HTML template:

  1. Open a Notepad.
  2. Enter the e-mail text as per your requirement.
  3. Click on Save as.
  4. Save the file with .html extension

Steps to upload the HTML template:

  1. Go to Application and User Management in Silverlight UI.
  2. Select Form Template Maintenance view.
  3. Select the form (Sales Quote) for which you want to change the e-mail text.
  4. Click on Actions and select the Created e-mail template.
  5. Browse and select the e-mail template that you have created (.html file) and click on Ok.

Quotes_FormTemplate.JPG

Now when you open the Sales Quote “Edit Output Settings” you will be able to see the changed e-mail texts (i.e from Custom Template created).

11 Comments
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  • Thank you Suman for the documentation! I have 2 questions:

    -Can you give a example of the code in notepad?

    -The country you select is the country where company implemented (organizational management)?

    Best regards,

    Bruno Tiago

    • Hi Bruno,

      -Can you give a example of the code in notepad?

      Reply: You can use simple notepad text and save it HTML format.


      ***************

      e.g.

      Hi,

      Thank You fo showing your intrest in the product.

      Based upon your enquiry we are sending you the quote.

      Please get back to us (xyz@test.com) in case of further queries.

      Best Regards

      ******************

      However I am already aware about the issue you are facing due to the special character.

      It seems to be the problem with the language settings or OS, please follow-up with the support team with the incident you already have created.

      – The country you select is the country where company implemented (organizational management)?

      Reply: The country here is the Account Counter, e.g. you want to add a separate template for all your German Customers, then you need to attach it to the Form where template is Germany.


      Regards,

      Suman

      • Thank you Suman!

        Im trying to understand my error but the problems still exists. I will have a meeting at on February 1 regarding my incident. My text turns in ### with accentuation and ç.

        Best regards,

        Bruno Tiago

    • Hi Kathrin,

      Unfortunately E-mail subject cannot be defined. For the quotes system takes the Seller ID & Document ID as subject. You have an option to change it manually in the quote output setting.

      Regards,

      Suman

      • Hi Suman,

        I have another question.

        Is it possible to set in the e-mail text a placeholder for the involved parties (tab “involved parties” in the sales quote)?
        For example, I have an involved party with the custom role “office duty”. I want to display in the e-mail text the name, the phone number and the e-mail address from this involved party.

        Are these placeholders available?

        Regards Kathrin

      • Dear Suman,

        In Sap Cloud Applications Studio there is a Enhancement Implementation like “ModifyOutboundEMailSubject”.

        Did You try this option ?

        Is this enhacement implementation related to the Sales Quote email subject changes ?

        Best Regards,

        Michal

  • Hello Suman,

    Do i understand it correctly that C4C actually has a standard template?

    When i look in the Form template maintenance none of my Forms has “Yes”  in the E-mail Template column. Still i get a text in the Outpus settings on a Quote.

    Can you confirm this? If yes i guess the only way to overwrite this is to create my own Template and attach to the Form template in use?

    Best regards Fredrik

    • Hi Fredrik,

       

      Your understanding is correct. You to create your custom E-mail template and attach it to the Standard Quote Form. This is same for other standard forms as well.

       

      Regards,

      Suman