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Create a Quote from an Email
Create a Quote from an Email

Learn how to ensure that all the work requests sent to your company's email are easily converted into quotes and thereby into completed jobs

Updated over a week ago

It is quite common for customers to get in touch with you through email for requesting works and services. You can get most out of such interactions by linking your official/work email to your dedicated Loc8 email address, and take advantage of the ability to create quotes right from the email notifications.

To create a quote from email you will basically:

1. Set up your official email address (that you use externally for customers) to redirect/forward mails to the dedicated Loc8 email address assigned to your account. This will ensure all your emails are received at one place, which is in the Notifications area.

2. Select a particular email and initiate to convert the email to a quote, from there on you will fill out the quote details as per the usual steps explained in Create Quote and a New Job from the Approved Quote.

Initial Step: Check your email configurations on your Company Settings

Just make sure the email address used by your customers is specified on your Company settings. This is explained in detail in the article Configure your Business/Company/Organisation Profile.

Creating quote from an email received in your Notifications area

STEP 1 Open the Notifications area.

STEP 2 Select the required email and create a quote for it.

The new quote is created with the email body intact under Description.

You can now continue to edit the quote and send it out to the customer for approval as shown in the article Approve a Quote.

Once the quote is approved, you are all set to convert the quote into a job as shown in the article Create a Job from an Approved Quote.

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