Using Email to Quote Feature

Often emails are received that are directly related to a specific quote. To save a copy of these emails and include an order note referencing them use the following process.

Note: this is an optional feature and may require configuration for your M-Power Aspire Tenant.

Your M-Power Aspire tenant website address includes your tenant name e.g. www.crm.jspmanufacturing.m-powersoftware.com.au. The tenant name in this case is shown here in bold.

To use the inbound email feature your tenant has an assigned email address for quote related emails. Is as follows, replacing 'tenantname' with your specific tenant name.

quotes@inbound-mail.tenantname.m-powersoftware.com.au

You can include this email address in the cc field to email a copy of a Quote back to the system if you choose.

The system finds and assigns the email to the correct order by searching the email subject line for the Quote ID enclosed in either double square brackets e.g [[1234]], single square brackets e.g. [1234] or a hash before a string, number or combination e.g. #1234.

Emails are checked for spam and viruses but you should always employ your own virus and spam checking to ensure maximum security.

Once received, a new note is assigned to the quote in question and the email file will be located in the files tab. The file name will be the email subject preceded with the date and time received.

Note that you can set this email address as a default Cc address when emailing quotes if you want to keep a copy each quote as a file. You can set these defaults in settings > financial settings: