We have heard our clients’ requests again, and another highly sought after feature has arrived! Socket is and always has been about saving people time during the sales process.
If you’ve ever needed to send yourself, or other members of your accounting, marketing, or management team a copy of each Quote, you can now automatically CC or BCC your teammates. While either creating or editing a Quote Template, the first fields you see under the Settings tab invite you to enter the email address(es) of anyone you wish to include when emailing the Quote, comma separated:
Remember to save the Quote Template, and it’s ready to go!
This will automatically place the email address(es) in the CC or BCC field when emailing a Quote from within Socket:
The beauty of this feature is that you can include different email addresses for different Quote Templates, as some recipients may only have interest in certain types of Quotes.