Use Gmail to prepare a conditional quote acceptance reply
Example: A customer accepts a quote only if delivery occurs earlier. The salesperson's draft thanks the customer for complete acceptance.
Keep Gmail as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
A customer accepts a quote only if delivery occurs earlier. The salesperson's draft thanks the customer for complete acceptance.
Provider documentation. The documentation gives information about draft creation, replacement, and sending. A draft is an unsent message, and sending produces a sent message.
Make account access explicit
If Gmail is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the customer reply and proposed response.
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Prepare a response that keeps the delivery condition.
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Send the requested date to the owner.
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Send the owner the result before 3 PM Friday.
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Use Pacific time.
Use the provider records for the result
Use the exact mailbox and recipient list for the task. Examine subject, body, and attachments before sending. Draft creation does not establish customer receipt.
A conditional reply must not become unconditional order approval.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
The draft identifies acceptance as conditional on Tuesday delivery. The existing quote has Friday delivery.
The owner gives a decision about whether Tuesday is possible before sending an acceptance confirmation.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use Gmail directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.