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How to Share Quote details through email in COMPAS Go? - Publish Sandy Articles
Sandy FAQ

How to Share Quote details through email in COMPAS Go?


COMPAS Go has options to share quote information through email or text message. 

  1. The Share Quote option will be available under action menu.


    Figure 1: Action menu for sharing
     
  2. Share via email
    2.1 : user can enter multiple email addresses as needed
    2.2 : Subject will have the COMPAS Quote Number of the selected Quote or Order, Quote name, and SAP Order number
    2.3 : User can modify the subject line and message content as needed


    Figure 2: Share Quote

     
  3. Send email option gets enabled upon entering valid email address


    Figure 3: Valid email 
     
  4. User can attach documents from COMPAS Drive or from local computer by clicking on the attachment option as shown below


    Figure 4: COMPAS Drive
     
  5. If user wants to keep a copy of the e-mail which he is sending, make sure to select the checkbox named "send copy to me"


    Figure 5: Email
     
  6. Clicking on the open quote should not open the details of the quote.
  7. When user is doing "Reply All ", only the sender email ID should be present.
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