How to Configure an Email Format for Order or Quote Notifications

Before configuring an email format, it is recommended to define the workflow for orders and/or quotes, as well as the associated status(es) and email notification(s) you will leverage to support that workflow.

It is important to note that regardless of the status of an order/quote (e.g. submitted, shipped, cancelled, etc.), the email notification that defined recipients will receive will be in a single format (based on locale). In other words, the email format cannot be customized based on status. As such, it is recommended to keep the email format generic, so it will be meaningful to recipients for any status. However, administrators can leverage macros, or automated inputs, to customize the email format.

Macros are order or quote form inputs that are automatically added to the notification where defined in the email format(s). For example, if your order form includes a field for ‘contact name’, a macro will be available for the field contact name to pull the input from the associated order or quote form. Marcos will be formatted in the email format as: ${Template Header Field Name}. 

How to Configure an Email Format

1. Login to Documoto
2. From the Admin drop-down, select Tenant Admin
3. Under the HTML Order Management section, select Email Format
4. Select the locale that you would like to configure or update
5. Click Edit
6. 
7. In the Subject field, enter a generic email subject
8. In the Body field, enter a generic email message 
9. In the Signature field, enter a generic email signature 
10. To add a macro to any field (subject, body, or signature), click the respective Add Macro drop-down beneath the field and select any available macro.
11. 
12. 
    • Note: macros are based on configured template header fields (Tenant Admin > Template Header Fields)
    • 
13. Click Save.
14. After saving, the Email Format table will displayed "Configured" in the Email column for the associated locale that was created or updated. 
15. Follow steps #4-12 to create an email format for each locale you support.