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4. Quotation Acceptance Template

Reference Number: AA-00462 Views: 3126 Created: 2011-11-24 17:27 Last Updated: 2014-05-30 17:15 0 Rating/ Voters

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The Quotation Acceptance Template tab

Customizing the Quotation Acceptance Template

To customize the Quotation Acceptance Template

Summary

 

Quotation Acceptance Template tab

 

To accept a quotation, customers click a link on the standard quotation that allows them to make a booking request based on the quotation. 

 

Once they make the booking request, an email is sent to them confirming their acceptance of the quotation. Like almost all other documents in Rental Car Manager, you can customize this email confirmation.

 

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Customizing the Quotation Acceptance Template

 

The text displayed on the Quotation Acceptance template, before and after the booking information, can be customized through the Quotation Acceptance Template tab of the Quotation Templates program within the System Setup menu. 

 

Only users with access level set to Head Office can define or modify the Quotation Acceptance Template.

 

To customize the Quotation Acceptance Template

 

1. Click the System Setup menu icon.

2. Click the Quotation Templates program icon.

3. Click the Quotation Acceptance Template tab.

4. In the Quotation Acceptance Template editor (see Fig. 1), modify the written text to suit your needs. 

 


Fig. 1. The Acceptance Quotation Template editor

 

 

To use HTML to format the text, click Source on any of the two sections (see Fig. 2).

 


Fig. 2. Click Source to use HTML to format the Quotation Acceptance Template

 

NOTE: Do NOT cut and paste content from other formatted documents such as MS Word so as not to mess up your layout.

 

5. Once you're done editing the template, click Submit to save your changes and close the template editor (see Fig. 3). 

 


Fig. 3. Click Submit to save the template

 

The next time a quotation is accepted, the email confirmation sent to the customer will contain the updated text that you defined in the template editor.

 

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Summary

 

This article details the Quotation Acceptance Template tab, this is where confirmation emails sent to customers once they have accepted a quotation are maintained. Only users with access level set to Head Office can define or modify the Quotation Acceptance Template.

 

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