We’d like the option to automatically CC a specific email (like accounting or management) on all quotes and orders sent to customers.
Right now, we have to add it manually every time, which often gets missed. A company-level setting for a default CC email—added automatically and not editable by users—would ensure the right people always stay in the loop.
Request: Add a setting to define a default CC email for all quote and order communications.
Please authenticate to join the conversation.
Under Review
Feature Request
Quotes & Orders
4 months ago

Levi D
Get notified by email when there are changes.
Under Review
Feature Request
Quotes & Orders
4 months ago

Levi D
Get notified by email when there are changes.