Emailing a Quote
Now that we've entered our lead and built our quote, we're going to send it to our clients.
We'll now click the email button next to our quote:
This will load up an email composer for us to email the quote to our client. There are a few important things to note here. This is going to be our first look at tokens and email templates.
Tokens
Tokens are just placeholders that will fill in with actual data from a contact or a job.
The most important token in this email is the {{item.name_link}} token. That's going to take our reference item above (in this case, our quote) and make the name of it into a URL (i.e. a clickable link to the quote):
You can see this by clicking preview in the top right of this window, all the other tokens will preview with actual data too!
Email Templates
The email will load up your default Quote Invitation type email template. If you've created any other Quote Invitation type templates, you can use the Template dropdown at the top to select from those.
You can also make changes to the default template that loads up and save this as a new template, or update your default template:
Email Status
Let's hit send and get that client booked! Once it's sent, you can always view the status of that email by heading to the Mail tab of your lead:
Logged - This email was added from outside of Táve but has been logged on this job.
Queued - The email is queued to be sent shortly
Delivered - The email has been delivered, but not opened yet.
Opened - The email was opened, but the link has not been clicked yet.
Clicked - The link inside of your email was clicked.
You've got it! You're now using your account to get your clients booked! Ready to make your account your own?