Sending a Quote for Review
The Send for Review feature introduces the document selection page, supports multiple attachments with auto-selection of uploaded documents, and enables adding multiple recipients in the To, CC, and BCC fields. In the To, CC, and BCC fields, both users and contact names are displayed. Support includes searching by name or email ID, case-insensitive matching, and validating email addresses that are entered manually. An error for invalid emails ID is displayed.
The Review and Send page displays a default email template, allows custom messages to override template content, and preserves user input when navigating back. Only a single email is sent to all recipients, consolidating all selected and newly uploaded documents as attachments.
The file upload section, lets you upload the documents of the type: PDF, DOC, DOCX, TXT, PNG, and JPG. There is no limitation on the number of files, however the API restriction is for 21 MB. When a file is uploaded, its auto selected and displayed in the Selected documents pane. A single email is sent regardless of the number of documents uploaded.
