AIMS and Email
A quote sent from someone’s personal inbox is lost when they leave. AIMS sends documents from your own domain and keeps the customer’s reply with the quote or invoice it answers.
AIMS IQAIMS V2AIMS HRMS
What it does
- Email quotes, sales orders, purchase orders, goods receipts, invoices, credit and debit notes, and payment reminders.
- AIMS IQ also emails AMC, service and solar quotes.
- Send from your own domain, through your mail server or a mail service.
- Customer replies are matched to the quote or invoice they answer, and you can see when a quote was opened.
Where it shows up in AIMS
- Quotes and approvals
Quotes go out faster, and discounts and thin margins get approved before they reach the customer.
- Invoicing and payments
Invoices come from the order, and payments are recorded against them.
- Collections
Record every collection against the invoice and see what each customer still owes.
Questions
Will emails come from my company address?
Yes. AIMS sends from your own domain, through your mail server or a mail service you choose.
Can I see whether a customer opened a quote?
Yes. AIMS shows when a quote was opened and keeps the customer’s reply with it.
Guides on this topic
- Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
- Margin approvals: stop thin deals before they ship
Why discount and margin approvals belong before the quote goes out, how to set limits that keep deals moving, and what to record.
Other integrations
See AIMS with Email
Book a demo and tell us how you use it today. We will show what connects and how.
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