🛠️ Support Guide – WAL Outlook Extension
Overview
The WAL Outlook Extension allows staff to create quotes directly from client emails and link them to shipments within the WALHQ platform. This tool accelerates quoting workflows and ensures faster response times to client requests.
Features
- ✅
Create Quotes from Outlook- Select any email and launch the add-in to generate a quote
- Pre-fill quote fields using client message context
- Save the quote directly to WALHQ
- ✅
Link Emails to Quotes- Automatically associates quotes with the email thread for future reference
- Enables fast follow-up through WALHQ's reply feature
- ✅
Outlook-Embedded Workflow- Stay in Outlook while interacting with the WALHQ system
- No need to copy/paste or switch tabs
Requirements
How to Use
- Open an email from a client
- Click the WAL icon in the toolbar (or under the "..." menu)
- Log in using your WAL Microsoft credentials
- Fill in the quote form and save
- You can now access this quote from WALHQ, linked to the original email
Troubleshooting
| Problem | Solution |
|---|
| Add-in not appearing | Ensure you're signed into Outlook with your WAL account |
| Can't create quote | Confirm you have access to the Quoting module in WALHQ |
| Email not linking | Make sure the email isn't from an unsupported domain (e.g. forwarded personal account) |