Configuring Email Settings

FlatRateNOW will generate a number of emails through the workflow, ranging from:

  • Quotes Sent to customers
  • Automatic Follow-ups
  • Quotes Cancelled/Rejected
  • Quotes Accepted
  • Invoices Generated
  • Payments Confirmed

To ensure the right email is sent to the right person in your team, you should ensure the Email Settings are up to date.

Complete the below walkthrough on how to update your email settings, give it a go: