Proposal summary
This proposal covers the scope of adding a send email button in the estimate record, which would allow the user to send an email to the customer associated with that estimate. The email would be sent using a specified email template corresponding to the sales representative in the estimate record. The email would include a PDF attachment of the current estimate page, which would be generated using the advanced PDF template ‘JJ Custom Quote Template’ attached in the transaction form of the estimate record.
Requirement
RSP Supply-USA-NS needs to include a “send email” button in the estimate record. When this button is clicked, an email will be sent to the customer with a specified email template corresponding to the sales representative and the estimate record PDF will be attached. There are four sales representatives (Andrew, Benson, River, and Hannah) and each of them requires a different email template. To achieve this, we would need to create a ‘Send Email’ button within the estimate record and use scripting to send the email to the customer with the content specific to the sales representative.
Deliverables
- A ‘Send Email’ button will be created within the estimate record in view mode.
- Four new email message templates will also be created for Andrew, Benson, River, and Hannah.
- When the ‘Send Email’ button is clicked, an email will be sent to the customer with a specified email template corresponding to the sales representative, and the estimate PDF will be sent as an attachment with the email.
- The recipient will be the customer or company listed in the estimate record.
- The email would include a PDF attachment of the current estimate page, which would be generated using the advanced PDF template ‘JJ Custom Quote Template’ attached in the transaction form ‘RSP Supply – Estimate’ of the estimate record.
- For each sales rep in the ‘sales rep’ field of estimate record will have their own email message template.
Assumptions
- To create the email message templates for each sales representative, we kindly request that you provide us with the message content for each individual sales rep.
- We assume that the ‘sales rep’ field in the estimate record has a value before clicking the ‘Send Email’ button.
- We assume that the recipient would be the customer or company listed in the estimate record.
Risks
- Please note that the email will only be sent if the Sales Rep field in the estimate record has a value.
- If customer mail id is not available in the customer record, no email will be sent.
- We will create Email message template for the four sales rep only. If you add a sales rep other than the four sales rep mentioned here. Email will not be send.
- If there is no sales rep in the Sales Rep field, no email will be send.
- Mail id of the customer or company is fetching from the customer record’s ‘EMAIL’ field.
Queries
- Should the ‘Send Email’ button be displayed only for logged-in sales reps, or for all roles and users?