We recognize that there are many ways to communicate with your client. To give you more flexibility in how you utilize Coverpath, we created an additional option for you to reach out to your clients and prospects.
After filling out the client and quote information, click Launch email as usual.
Your default email will load and you can proceed as usual (remember to unblock your pop-up blocker and click on the blue hyperlink). After sending your email you can close the Share Quote pop-up shown here.
However, if your prefer, you can copy and paste the email message, subject and recipient email into a blank email before sending.
Open your email and paste the client email address, subject, and email body. Make any modifications to customize the template and Send when ready.
Some non-standard/smaller screen sizes may impact your ability to see the copy & paste functionality noted above. For example, it may appear like this:
In this case, you can still manually highlight and copy the email body text and click ESC to exit and go back to Coverpath.
An improved smaller screen size/resolution experience is coming soon.