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Email notifications for proposal without Net terms

Overview

The email notifications sent by the CPQ app on new acquisition with immediate payment (without Net terms) are triggered when a new proposal is created.

Customer Email Notifications

When a new proposal is created as a new acquisition, and the Net terms option is not selected in CPQ, the following scenarios are possible when it comes to customer communication.

Scenario 1

If the salesperson fills in CPQ the same information for both delivery (sellTo) and billing (billTo), the customer will receive an email with the subject “<Merchant name> sent you a proposal”, when the proposal is sent.

The email contains a link for the Proposal UI and calls to review, accept, and conclude the proposal by making the payment.

The email type “Proposal Sent” can be found in the Merchant Control Panel’s email editor, under Shopper emails → Proposal tab, and will be customizable, similar to the other shopper emails.

proposal email cpanel.png

The email type “Proposal Sent” is displayed in the Merchant Control Panel only if the CPQ feature is enabled on the merchant’s account.

Scenario 2

If the salesperson fills in different information for the delivery (sellTo) and for billing (billTo) in the CPQ app, then these events will take place when the proposal is sent:

The “Proposal Sent” email will be sent to the delivery information (sellTo).

  • The email contains a link to Proposal UI and calls to review and accept the proposal.

After the proposal is accepted, a “Proposal Accepted” email is sent to the billing information (billTo) available on the proposal.

  • The subject of the email is “Pending payment for <merchant name> proposal”.
  • The email contains a link to the Proposal UI and calls to finalize the payment for that specific proposal.
  • The “Proposal Accepted” email can be found in the Merchant Control Panel’s email editor, under Shopper emails → Proposal tab, and will be customizable, similar to the other shopper emails.

proposal email cpanel_accepted.png

The “Proposal Accepted” email is displayed in the Merchant Control Panel only if the CPQ feature is enabled on the merchant’s account.

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