When an estimate proposal is sent, via a project's Estimates Sub-Tab, an email is sent to both the primary client, and any secondary clients' email addresses.
Estimate Accept/Decline Notifications - when the Client Accepts/Declines the Estimate
Upon acceptance or declination of an Estimate by either the primary or secondary clients, accept/or decline email notifications are sent to:
- The businesses RAVE Accounts email(s)
- The businesses RAVE Finance email
- The project's Project Manager's email
- And the respective primary (and any secondary) clients' email(s)
Note: If the primary client accepts/declines an estimate, the secondary client (only) is notified, and vice versa
Estimate Accept/Decline Notifications - when the Business Accepts/Declines an estimate on the Client's Behalf
In cases where the business accepts/declines an estimate on behalf of the client, a pop-up screen will prompt the business user with a selection of recipients to be notified of the acceptance/declination via email - again, the options being:
- The businesses RAVE Accounts email(s)
- The businesses RAVE Finance email
- The project's Project Manager's email
- And the respective primary (and any secondary) clients' email(s)
Note: In the case of accepting an estimate on the client's behalf - the option to notify the the primary (and any secondary) clients is turned off
