Back Office Email Explained

When is the back office email sent?

Back office emails will be sent for any of the following scenarios:

• When a job is complete, a separate email will be sent for each proposal that was created during the job. The email will send regardless of whether or not the company rep signed the proposal.
• When a change is made on a proposal AFTER the job was completed AND the company rep signed the proposal after making the change, a proposal email will be sent.

*Note that the Back Office Email is NEVER sent to a customer. This email is for internal usage only.

 Who receives the back-office email?

Back office proposal emails are sent by [e-mail] to:

• The rep who created the proposal
• Up to 2 designated emails, which are configured on a per-user basis by Sales Builder Pro

Anatomy of the Back Office Email

Back Office Email Subject Line

 

* The word “Sold” appears in the subject of the email if there is an install date and 1 signature on the proposal

Customer Information, Office Notes, and Install Date

Option Selections

Price Analysis

Install Analysis:

Customer Proposal PDF Attached:

 

 

 Additional Resources:

See Attachment: Download a back-office email example of 3 option quote with no selection made

See Attachment: Download a back-office email example of a Sold quote