When we set up a new prospect in Sales CQ 8.1C(150226), on the quote tab, we can select an email cover to use by default for that prospect. If we set up a new customer in CQ, we can also select an email cover to use by default for that customer. However, in AR, the Quote tab is missing.

1. Is there a way to set a default email cover for quotes for all prospects as they are being set up?

2. Is there a way to set up a default email cover for quotes for all customers as they are being set up in AR?

3. I see that we can import an email cover for all prospects in CQ, but I don't see the option to import an email cover for a all customers in CQ. Since the quote tab is not in AR, then can I assume there is no way to populate the email cover for existing customers?

It seems that when you email a quote, if the email cover default for the customer is blank it will automatically use the email cover that was last used. We would like to have a default email cover that is always the cover used, except when when another cover is specifically selected.
_________________________
Susan Tennier
TDL Canada
Trenton, Ontario