We’ve made many changes to Avaza Quotes/Invoices recently, including tracking email delivery and allowing you to address Quotes/Invoices to customers! In this post, we detail the changes to the Send Invoice & Quote popup, where you can now choose who the Invoice/Quote is sent from and to.
The popup has been upgraded to let you flexibly choose both who Invoices & Quotes are sent from in your team, and the person they are sent to.
Send Invoice/Quote as Another Team Member
You can choose any team member with Admin or Invoice Manager role on the Send As dropdown to send the Invoice/Quote from, such as “firstname.lastname@example.org”. Centralize the email address where client responses to Invoices / Quotes are received!
Figure: Choose a Team Member to Send the Invoice From
Choose the Recipients & CC Team Members/Clients
In addition to being able to select existing customer contacts and the logged-in user as recipients, you can now type in any valid email address in the Recipient(s) and CC(s) fields.
Figure: Type-in any Valid Email Address, or Choose from the Dropdown.
Leave your thoughts in the comments!