NetSuite Support | The Vested Group Email Multiple Contacts

Quotes, Sales Orders, & Invoices

Another Custom Solution from The Vested Group’s NetSuite Solutions Team, inVENTED!

Standard NetSuite functionality only allows for the emailing of documents to a single email address. The Vested Group has created a custom NetSuite solution that enables NetSuite users to send quotes, sales orders, and invoices to multiple addresses within one transaction. Efficient and timely communication is essential to stay on top of client accounts and maintain strong customer relationships.

NetSuite Bulk Email Functionality Key Features:

The Vested Group’s bulk email custom solution is a powerful tool that enhances and streamlines email communication with clients. Some important features include:

Customized field and scripting allows for multiple email addresses to be used in document sending.

Ability to choose which contacts receive selected documents.

Manual copying of documents to multiple email addresses is eliminated.

Ability to assign default email templates by transaction type.

Customized document format making it easy for recipients to read, save, and print.

Filtering options such as customer name, location, and date.

View demo video for full details.

Email Multiple Recipients With NetSuite

Standard NetSuite functionality only provides for the emailing of documents to one email address. The Vested Group has created a solution with key automation features that allows NetSuite users to send quotes, sales orders, and invoices to multiple addresses within one transaction.

If multiple addresses need to receive documents for an account, users can add any number of recipients. Once entered, the account will have the email addresses associated with it. There is no need to re-enter them with each transaction.

Benefits of NetSuite Contact Email Management

The Vested Group’s NetSuite mass email solution seamlessly integrates with your systems, offering the following benefits:

Saving time and improving efficiency: It significantly reduces the time and effort it takes to send documents to customers by eliminating the need to send communications individually.

Enhancing NetSuite functionality: Our solution is built on NetSuite, ensuring seamless integration. It enhances user experiences and ensures accuracy.

Consolidating communication: Users can send multiple documents in one email, reducing the volume of emails customers receive. It also makes it easier for clients to manage their accounts.

Tracking emails: Users can monitor what emails they’ve sent to clients and which have been delivered, helping them stay up to date on customer communication.

Adding value for all businesses: Small organizations to large businesses benefit from these powerful features. It helps to maintain timely communication and strengthens client relations.

Interested in Using Our NetSuite Solution to Email Multiple Contacts?

Emailing Multiple Contacts is one of many NetSuite custom solutions developed by The Vested Group’s team of NetSuite experts. If you're interested in this solution, submit your contact information, and a member of our team will be in touch with you shortly. For additional ongoing NetSuite support, you can check out our inVESTED PRO support page.

Frequently Asked Questions About Emailing Multiple Contacts

How do we email quotes, sales orders, or invoices to multiple recipients?

NetSuite's standard functionality only allows emailing documents to a single email address, which is limiting for companies with multiple stakeholders. The Emailing Multiple Contacts solution allows you to send quotes, sales orders, and invoices to multiple recipients from a single transaction. You can add multiple email addresses to a document and send it to all of them simultaneously.

How do we send documents to multiple people at a customer account?

Many customers have multiple decision-makers or departments involved in purchasing. The Emailing Multiple Contacts solution lets you send quotes and invoices to accounting, procurement, and other stakeholders all at once, improving communication and reducing delays caused by having to resend documents to different people.

How can we reduce manual email work when sending documents?

Rather than manually sending documents to multiple recipients via email and then copying attachments, the Emailing Multiple Contacts solution lets you define multiple recipients within the transaction itself. The system sends to all recipients at once, reducing manual work and ensuring everyone receives the same version of the document.

Can we track which recipients received documents?

The Emailing Multiple Contacts solution provides visibility into which recipients received documents and when, helping you track communication and follow up appropriately with the right stakeholders. This is especially valuable for sales teams trying to move opportunities forward efficiently.

NetSuite: Emailing Multiple Contacts