Custom Quote Email Subject

Custom Quote Email Subject

Overview

BART allows you to customize the email subject when sending quotes.

Custom Subject

1. Navigate to Gear > All Settings > Programs tab > Quotes - Reports & Other tab

mceclip0.png

2. Create a custom subject using a combination of text and any of the parameters below:

  • {ClientName} - Client name
  • {TravelDateFormatted} - Formatted first travel date
  • {Routing} - Hyphenated routing
  • {QuoteNumber} - Quote number
  • {InvoiceNumber} - Invoice number
  • {TotalAmountFormatted} - Formatted total amount

3. Save setting changes

 

Examples

Hello {ClientName}, your quote #{QuoteNumber} is ready!
Hello Bayer Farms, your quote #7904 is ready!

Quote {QuoteNumber} on {TravelDateFormatted} traveling to {Routing} is ready
Quote 7937 on 05/05/2021 traveling to CLE-CAK-MIA-CAK is ready

{TravelDateFormatted} {Routing} - ${TotalAmountFormatted} for {ClientName}
04/14/2021 CLE-MIA-ORL - $37,969.00 for Bayer Farms

    • Related Articles

    • Add Custom FBO

      Overview BART allows you to easily add a custom FBO to the system. This is commonly used for a company hangar. ***To update incorrect information in an existing FBO (not custom), please email support@portside.co with updates.*** Adding FBO 1. ...

    • How to Setup Email

      Overview Setting up your email is an essential step that is often overlooked when creating a new user. Learn how to setup your email, allowing you to send emails directly from BART. A video of these steps can be found here. Setup 1. Navigate to Gear ...

    • Pax Boarding Feature (Custom)

      Overview The Pax Boarding feature allows passengers to be boarded on an aircraft from within CoPilot. ***This is a client specific feature that may not be available to all clients and users.*** Setup Create a new aircraft with registration number ...

    • How to: Setup Your Email

      How to: Setup Your Email. Setting up your email is an essential step that is often overlooked when creating a new user. Learn how to setup your email, allowing you to send emails directly from BART. Click here to view video.

    • Crew SMS or Email Alerts

      Overview Crews can receive SMS or email alerts when changes to a trip occur. Setup 1. Navigate to Gear > All Settings > Programs tab > Schedules > Flight Editing tab - Trip Change Notifications to Crew 2. Enable trip change notifications from the ...