Emails

Every email BizCortex sends: to customers, vendors, signers, applicants, contacts and to your own team. For each email you learn when it is sent, who receives it, what it contains and whether your personal signature is added.

In this section · 13 pages

• How BizCortex sends email

  The sender address, delivery queue, languages and logs behind every email.

• Sender address and mail server

  Which address emails come from, how to use your own mail server and which sender settings exist.

• Your email signature and handwritten signature

  Set up your text signature for emails and your drawn signature for letters, quotes and order confirmations.

• Invoices, quotes and other sales documents

  The emails that carry invoices, credit notes, quotes, order confirmations, delivery notes and statements.

• Email templates for sales documents

  Change the subject and text of document emails per document type and language.

• Email log

  See every document email that was sent from Sales, with its status.

• Dunning emails

  How payment reminders and dunning notices are emailed during a dunning run.

• Portal links, purchase orders and vendor notices

  Emails to customers and vendors that are not sales documents.

• Electronic signature emails

  Invitations, codes, reminders and results of signature requests.

• Emails to your team

  Invitations, reminders, calendar invitations, approvals, automations and scheduled reports.

• Briefings, digests and Assistant emails

  The Advisor summary, urgent insights, the Assistant briefing and emails the Assistant sends for you.

• Follow up and meeting emails of the sales agent

  Emails to contacts and sales reps around AI calls, enquiries, meetings and the notetaker.

• When an email does not arrive

  A checklist for missing customer, vendor or team emails.