Set up an event message to set up automatic alerts when a client quote is accepted, declined, or awaiting a decision.

To set up a notification for changes to a quote acceptance status:

1. Go to Site Admin > Settings > General > Event Messages.
2. Select an Event to trigger the notification. Select either: 
   
   1. Quote Acceptance Status (Accepted)
      

      AroFlo features a Default Event Message for Quote Acceptance Status (Accepted). To use your own email template set this to Disabled.

       
   2. Quote Acceptance Status (Declined)
   3. Quote Acceptance Status (Awaiting Decision) 
      

      Event

      

       

       
3. Choose the message type, either Add Email, Add SMS or Add Webhook.
4. Complete the event message fields.
5. Click Save Settings.

If a client asks a question on an online quote, an email will automatically be sent to the Quote Estimator.

Click to see what the email looks like

 

 

If you want to set up a notification for others in your company, you can set up an event message.

To set up a notification for questions asked on a quote:

1. Go to Site Admin > Settings > General > Event Messages.
2. Select Task - Add Task Note (see image) to trigger the notification.
3. Choose the message type, either Add Email, Add SMS or Add Webhook.
4. Complete the event message fields.
5. Click Save Settings.

See the image for some suggested settings or expand the section below.