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How quote requests reach your team

Understand who receives quote requests, why each recipient should join your company account, and what to do when someone uses a different email domain.

Written by Eva

Designers send quote requests to the email address they choose. They may contact a showroom representative, account manager or another person they already work with, rather than your company’s preferred central inbox.

Add everyone who may receive a quote request to your existing Programa company account, using the email address designers contact them on. This helps your team manage requests within one company account.

Why add the whole team?

A designer may send a request to someone who hasn’t joined your Programa account yet. That person can respond as a guest, but may not realise your company already has an account when they decide to sign up.

Inviting them beforehand gives them a clear way to join your existing company rather than accidentally creating a separate account.

Include relevant sales representatives, showroom staff, regional contacts and anyone else designers regularly approach for quotes.

What if someone uses a different email domain?

A team member’s email address may differ from your company’s website domain - for example, if they work for a parent company, distributor or regional business.

Invite them directly to your existing company account. Don’t rely on Programa automatically recognising the connection between the two businesses.

Does adding the team redirect quote-request emails?

No. Adding team members does not redirect requests to a central inbox or change the recipient selected by the designer.

If you prefer requests to go to a particular person or email address, communicate that preference to your designer contacts and keep your company profile’s contact details current.

Who can see requests in Programa?

Company roles and project access determine what each person can see:

  • Owners and Admins have access to company projects by default.

  • Members need to be included in a project’s team to work on it.

Being able to see a request in Programa does not mean you received its notification email. Emails still go to the recipient selected by the designer.

See Navigating your projects for project access and team-management steps.

Covering a colleague’s requests

If a colleague is away, add the appropriate team member to the project through Overview → Sales team → Add team member. They must have joined your company account before you can select them.

Adding someone to the project gives them access to help with the work; it does not transfer responsibility for an existing quote request or change its original recipient.

If a request went to someone who has left the business, or your team cannot access it, contact support to check the available options.

How to add your team

An Owner or Admin can invite people from Settings → Team. Ask each person to accept their invitation and join the existing company account.

Already created a separate company account? Contact support for help before creating another account or moving information between accounts.

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