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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 changed e-mail texts.

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10 Comments

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  1. ADM LIU

    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

    (0) 
    1. Suman Saurabh Post author

      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

      (0) 
      1. ADM LIU

        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

        (0) 
    1. Suman Saurabh Post author

      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

      (0) 
      1. Kathrin Bosch

        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

        (0) 
  2. Fredrik Stennert

    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

    (0) 
    1. Suman Saurabh Post author

      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

      (0) 

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