Docs and helpPortal settings

Notifications to you

How you hear that an order or quote request has come in.

This is about you — not your customer. A new order or quote request reaches you in a few ways.

In your portal

Every order is under Orders & quotes, and you see the newest ones on your Dashboard. A quote request arrives by email (below), not under Orders & quotes.

By email, for a quote request

If you choose Stuur offerte-aanvraag per mail (send a quote request by email) under Order process, you get one email per request, with the design and the price, at the address under Algemeen contact-email (general contact email). That address is on the Settings tab in the Emails section (see General).

By email, for every new order

When an order comes into your portal, for example through the shopping cart, you get an email with a button to that order. This is on by default.

The email goes to the Quote email address, also in the Emails section. If that is empty, it goes to the email address of your own account. If you filled in a separate address for notifications in the old portal, it goes there.

If your visitor asks for design help, you get one email about it: the design-help one, not a second one on top.

Rather not receive this email? You cannot set this yourself in the portal at the moment. Get in touch with us if you want it set differently.

Straight away, in your own systems

With a webhook you send every new order on straight away to Zapier, Make, n8n or your own server — and from there to your phone or your team chat.

Which address do you choose for the general contact email?

  • Working alone? Your own address.
  • Someone in the office? That person’s address, not the workshop’s. The workshop needs the files, and those go to the address under Files.
  • Several people keeping an eye on it? Use a group address (info@…, sales@…) rather than one personal address. Then it keeps working when someone is on holiday.