How to set up BATS to price inbound Leads but not send emails to customers until sales reps review the price

How to set up BATS to price inbound Leads but not send emails to customers until sales reps review the price

In some organizations business owners want to review the auto-generated price before the email is sent to the customer.  To set up this workflow please follow these steps:

  1. Go to Setup > System Settings > click on your company name
  2. Uncheck this checkbox in Quotes section:

    2. This will disable automatic sending of emails on new Leads/Quotes
  3. Now when new Lead is received and automatically priced, it will be converted to a Quote but emails will not automatically send to the customer.  These Quotes will be in status of "New" as shown here:

  4. After the sales rep reviews the quote and is ready to send the automated emails to the customer they just have to click the "Send Email Campaign" button on the Quote screen: