Ability to select different emails when sending quotes

When we send quotes to clients via the email function, it would be very beneficial for us to have the ability to select a different set of emails from the default email list.

The reason this would help us is because we use the default email list to automatically send reports to both our clients, and our clients customers. This creates a problem when sending quotes, because our clients put a margin on top of the quotes that we send them. So we have been manually removing our client’s customers from the email list when we come to email quotes.

There have been instances where we have accidently forgotten to remove emails. This has resulted in dissatisfaction from our clients.

To have the ability to select a set of emails specifically set up just for quotes would remove human error when sending quotes, resulting in better client relationships.