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In the mail that is sent to the customer with a quotation or an invoice, put the invoice or quotation number in the subject line.

This is important, as customers often reply to these emails, for example indicating that they accept the quote, but as the subject of the email does not show what the quote is, only PDF attachment, we do not know which quote has been accepted and we have to do a search in the email to see who we sent the quote to. This has been solved in Sage accounting and invoicing.




En el correo que se envia al cliente con un presupuesto o una factura, que ponga en el asunto el numero de factura o presupuesto

Esto es importante, ya que los clientes suelen contestar estos correos, por ejemplo indicándote que aceptan ese presupuesto, pero como en el asunto del mensaje, no sale que presupuesto es, solo sale Documento PDF adjunto, no sabemos que presupuesto ha sido aceptado y tenemos que realizar una búsqueda en el correo electrónico, para ver a quien le enviamos el presupuesto. Esto esta solucionado en Sage contabilidad y facturación

  • Guest
  • Sep 29 2024
  • Shipped
  • Mar 5, 2025

    Admin response

    Thank you for your idea.

    We have translated it to English and it is now public in the portal so all users can vote and comment.

    Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.

    We encourage you to keep sharing and voting ideas so we can make Sage Active better together.

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