Email Approval

Configuration

Email templates can be set up with the following information about approval specific values under 'Administration' -> 'Content Management' -> 'conf' -> 'email' where the respective properties files can be maintained.

in which the configuration looks similar to:

It is recommended to simplify the configuration in using a HTML editor if HTML emails would like to be sent, e.g. such as the one below:

Once the new definition of the template is finalized, please make sure to restart the tenant to make changes come to effect.

Approvals Directly from Email

Approvals are time-critical for providing an outstanding customer experience. Next to the task-driven dashboard mentioned above, Digital Sales Platform offers a direct email approval functionality. Eliminating the need to log into the application it will speed up quote turnaround times. This feature also meets the latest standards on security to prevent misuse. A one-time link is generated that has an expiry time, which can be controlled by an administrator.

Approval Email Template Set Up

Managers can make informed decisions & prioritize approval emails in between meetings. Approval reason and rules name are now usable within email templates which allows a manager to understand if it requires urgent attention.

To enable managers to get the information displayed that they already see in the system, it is possible to expose the approval rule and condition into the approval e-mail template. 

Email Approval with Proposal Attachment 

Users can save time by forwarding approved proposal pdf to the customer without logging in to the system. Now the system generates all default pages in PDF proposal when sending notification to manager or submitter. 

As all default sections/pages such as cover page, terms, and conditions are re-generated after approval, the submitter gets a notification with proposal pdf attached once the quote is approved by the management.

When submitting to the approver, the PDF attachment will include pages based on the default selected Proposal Options below:

User(s) can now add text in notes via API to capture key events, which notifies the virtual team.

Note: Based on jasper report implementation, the status of the document can be shown with a watermark indicating "Draft". More status such as Approved or Not Approved may also be shown once the approving Manager has reviewed and responded through the E-Mail to Requester. 

For more details on the jasper report, please refer to 'Reporting Engine Introduction'.