Log Quote via Email

Introduction

The Log Quote via Email feature streamlines your quoting process by automatically converting incoming emails into quotes within Joblogic. This tool reduces manual entry, improves efficiency, and ensures that no quote requests are overlooked.

In this guide, we’ll walk you through the setup process to enable this feature, allowing you to generate quotes directly from your inbox with ease.

How to access the Log Quote via Email app

Click the Marketplace option on the main menu and then click Log Quote via Email

Alternatively, click Explore More to find it under your My Apps page.

Configuring your template

Here, you can set up your template and define who can send emails in this format to automatically log quotes in Joblogic.

1️⃣ Enter the Sender(s):

• Manually type or paste email addresses into the box.
• You can add multiple addresses.
• Once these accounts send an email in the correct format, a quote will be automatically logged.

2️⃣ Enter an Email Subject:

• Your customer must enter the exact subject line for the quote to be logged correctly.

3️⃣ Update Custom Keys:

• Some Custom Keys are already included in the email body—these are mandatory fields in Joblogic and must remain.

• To add or remove a Custom Key, click the + or – icons next to the relevant field.

• To edit the name, click the pencil icon.

4️⃣ Save Your Changes:

• Once you're happy with your selections, click Save.

• Click Yes to confirm and apply the new template.

⚠️ Important:

• Your customers must follow the format of your Email Body exactly for their emails to be logged correctly in Joblogic.
• They must enter the full Email Subject as per your set up.
• All requests must be sent to autosubmit@joblogic.com

Example Email

Based on the setup above, the following email is an example of how to ensure successful quote logging:

Editing and Deactivating the template

To edit the template, click the pencil icon.

To deactivate it, click the toggle button.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.