Quotes in Browser?

Max Classic
1

Occasionally our quotation emails are not delivered to our clients. This is more common with larger corporates.
Ok so their email filters are working overtime and we can’t fix that, so can we somehow send the quotation via our normal email which does get delivered? Is there a link or something that we can attach to our email that enables the recipient to view and accept the quote etc in a browser?

2

Peter:

There isn’t a native way to do that (via automation).

If you don’t have that many that you are doing, you can go into the contact record, click ‘preview invoice’ and then copy the URL of the invoice preview and paste that into a ‘regular’ (non-Keap) email and send it out. They can click that and view it.

If you need to do that in bulk, then it would probably be best to look at integrating a 3rd party system to generate invoices using the order data but generating an external PDF and sending to the client (something we could help with, if needed).

Hope that helps.

Thanks,
Jeff

3

It does thank you.

4

Hi Jeff. I have just got back into this and it is the quotation we need to send to the client, not the invoice. This is because we need the client to either accept the quote or to accept and pay.
Pete

5

Sorry Peter … misunderstood where you were in the process.

The process I outlined doesn’t not work as the quote preview is a generic URL tied to the contact itself.

Unfortunately, there is no API end point for the quote feature, or you could do this with API connectivity (reference: Can I list all quotes/invoices and their current status via an endpoint?).

My suggested workaround - which is not the most elegant, but would work — is for you to have a ‘quotes@yourdomain.com’ email so you can send the quotes to that email address and then forward them from there to the client email. That way the email would be from your direct email address. (We could also do this via automation using Make where you could send the quote and include the client contact ID and/or destination email in the quote email and we could set up an auto-forward - assuming your email has SMTP capabilities).

Thanks,
Jeff