Socket Pro Tips: Auto CC/BCC

When either editing or creating a Quote Template, you can choose to Auto CC and Auto BCC addresses based upon your specific needs by going to the Quote Template “Settings” tab and including the required email addresses in the respective fields as shown in the example below:

This will automatically place the email address in the CC or BCC field for the appropriate Quote Template when emailing a Quote from within Socket:

The benefit 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.