After a quote has been generated by the quote calculator, an email containing the quote can be sent to the new prospect.

To set this up:

Click > ‘Settings’

InTouch Settings

Click > ‘Quote Calculators’.

InTouch quote calculators button

Click > ‘Edit’.

InTouch quote calculators edit button

Click > ‘Settings’.

InTouch quote calculators edit button

Ensure the “E-mail the prospect a breakdown of the quote” check box is ticked.

Ensure correct e-mail template has been picked from the drop down box.

InTouch quotation calculator email new prospect quote

When finished, click > ‘Save’.