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Vooma Outlook Add-In
Vooma Outlook Add-In

How to install & use the Vooma Outlook Add-In.

Katie Goldstein avatar
Written by Katie Goldstein
Updated over 4 months ago

Each Vooma user will need to set up the extension in Outlook.

Installation

  1. Install Vooma Add-In in Outlook.
    ​Note: if your IT admin has installed this, skip to step 2.

    1. Locate the Outlook Add-Ins or Apps store. This usually looks like a square with four squares inside of it (if you can't find it, review this Microsoft support article).

    2. Search for ‘Vooma’.

    3. Click Install.

      Outlook Desktop App

      Outlook Web

  2. Log into Vooma from the Microsoft Outlook add-in panel.

    1. Use your Vooma credentials. Vooma will require you to log in once every 7 days.

  3. Authorize the connection via the onscreen instructions. You'll only need to do this once!

    1. Access app.vooma.ai/integrations from Outlook.

    2. Click Outlook logo in app.vooma.ai.

    3. Return to the Outlook extension and hit 'Refresh'.

  4. You're live!

🤔 Troubleshooting: If you're unable to locate the Vooma add-in, or encounter another error, please send an email to support@vooma.ai with a description and/or screenshot of your error.

How to use the Outlook add-in

Create quotes quickly

  1. Click ‘Get Quote’ to extract and generate a quote.

  2. Vooma will identify missing required information.

  3. View and adjust rates from connected pricing sources.

  4. View quote history for this customer.

  5. Click ‘Reply’ to instantly draft a quote response.

.

Instantly build orders

  1. Click into an email.

  2. Click the Vooma add-in.

  3. Click ‘Build order’.

It's that easy.


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