Overview
When a vendor submits a Prequalification Form in Billy, they immediately receive an automated confirmation email. This email lets them know their submission was received, sets clear expectations about next steps, and removes any uncertainty about whether their form went through successfully.
💡 Why it matters: Vendors are often filling out prequalification forms under pressure from a GC with a tight deadline. A confirmation email closes the loop, reduces follow-up calls, and signals that Billy is a professional, reliable platform. |
How It Works
No setup is required on your end. The confirmation email is triggered automatically every time a vendor successfully submits a Prequalification Form. Here's what happens:
The vendor completes and submits the Prequalification Form.
Billy immediately sends a confirmation email to the email address the vendor provided on the form.
The vendor receives confirmation that their submission was received and is under review.
Your team is notified separately via your standard Prequalification submission notification email so you can review the submission in Billy.
What the Confirmation Email Looks Like
The vendor receives an email from Billy with the following format:
Subject: [Your Company Name] form submission received |
Hi [Vendor Name],
We've received your prequalification submission for [Your Company Name].
Your information is now under review. If anything additional is needed, someone from our team will be in touch with you. In the meantime, you don't need to do anything else.
If you have any questions, feel free to reach out to support@billyforinsurance.com.
Form Summary
|
📌 Note: The email is sent to the email address the vendor entered on the Prequalification Form. Make sure your form requires a valid email address to ensure delivery. |
What Vendors Should Do After Submitting
Once vendors receive their confirmation email, they don't need to take any further action. The email makes this clear — your team will reach out if anything additional is required. This helps reduce unnecessary follow-up calls and keeps the process running smoothly for everyone.
Frequently Asked Questions
Does my team need to do anything to enable the confirmation email?
No. The confirmation email is sent automatically upon every successful form submission. There is no setup or configuration required.
What if the vendor didn't receive the confirmation email?
Ask the vendor to check their spam or junk folder for an email from Billy. If it's not there, confirm that the email address on the submitted form was entered correctly. If issues persist, contact Billy support via the chat bubble below.
Does this replace the notification email my team receives?
No. The vendor confirmation email and your team's submission notification are two separate emails. Your team will still receive their standard notification when a vendor submits the form. See Setting Up Email Notifications for Prequalification Submissions for more details.
Will the vendor receive a confirmation email if they resubmit the form?
Yes. A confirmation email is sent every time a vendor successfully submits the Prequalification Form, including resubmissions.
📌 Need help? If you have questions about the vendor confirmation email or Prequalification Forms in general, reach out to the Billy support team via the chat bubble below. |