Merge pull request #72 from vtex-apps/EDU-14367-updated-document

EDU-14367 Updated documentation section "Email templates"
vtex-apps · Feb 24, 2025 · 963d79f · 963d79f
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diff --git a/CHANGELOG.md b/CHANGELOG.md
@@ -7,6 +7,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+### Changed
+- Updated documentation section "Email templates"
+
 ## [1.7.1] - 2025-01-27
 
 ### Fixed

diff --git a/docs/README.md b/docs/README.md
@@ -223,11 +223,11 @@ Once the order has been placed, the quote or saved cart’s status will automati
 
 The **B2B Quotes & Carts** app provides a set of three email templates to be sent to B2B users, triggered automatically based on specific changes:
 
-| Template name | Recipients                                                                                                                                                     | Trigger                                                                                                            |
-| ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
-| Quote created | Users with any of the following permissions:<br>Edit My Cost Center's Quotes and Carts<br>Edit My Organization's Quotes and Carts<br>Edit All Quotes and Carts | The quote request was created.                                                                                     |
-| Quote placed  | All users who have previously interacted with the quote by editing it, requesting adjustments or approving it.                                                 | An order was placed from the existing quote.                                                                       |
-| Quote updated | All users who have previously interacted with the quote.                                                                                                       | The quote was updated in any way – including changes in discounts or expiration dates, new notes added or refusal. |
+| **Template name**  | **Recipients**  | **Email trigger**  |
+|---------------------|----------------|--------------------|
+| Quote created  | Only users with the **sales-admin** role receive this email. | Sent only if all of the following conditions are met:<br>• The quote creator does not have permission to edit quotes.<br>• The quote must be created using the `Request quote` button and cannot be saved for later. |
+| Quote placed  | All users who edited, requested adjustments or approved the quote. | Sent when an order is placed from the existing quote. |
+| Quote updated  | All users who interacted with the quote. | Sent when the quote is updated in any way, including changes in discounts, updates to expiration dates, addition of new notes, or quote refusal. |
 
 If you want to view or edit any of these templates, follow the steps below.