Control how NetSuite transactions
are emailed. Automatically.
Set the sender, recipients and template once. ATE applies them to every transaction.
THE PROBLEM
Does this sound familiar?
Emails go out from the wrong address
The right contacts aren't copied in
Every transaction type uses a different template
No clear record of what was sent, or when
HOW IT WORKS
Every transaction email,
sent the way you set it.
1
Set your rules once
Choose the sender, recipients and template for each transaction type.
2
ATE applies them
Emails go out immediately or on a schedule, with no extra clicks.
3
Delivered consistently
Every email follows your rules and is tracked in NetSuite.
WHAT YOU GET
Everything a warehouse actually does,
on one device.
Sender control
Send from the address you choose, per transaction type or subsidiary.
Automatic recipients
Copy and BCC the right contacts every time, without searching for them.
Right template, every time
A different template for each transaction type, chosen for you.
Attachments
Add terms, statements or marketing material automatically.
Scheduled and bulk sending
Send immediately, on a schedule or in controlled batches.
Status and audit trail
Email status on every transaction, with bounce tracking.
AUTOMATED TRANSACTION EMAIL IN DETAIL
The full capability list.
Senders and recipients
- Send from an employee email or the current user
- Use any email field on the customer, supplier or transaction
- Copy in contacts from the contacts tab automatically
- Add BCC recipients per transaction type
- Set preferences by subsidiary
Templates and attachments
- A different email template for each transaction type
- Merge fields from both the customer and the transaction
- Attach up to two files to each email
- Add terms and conditions or marketing material
- Attachments stay within NetSuite’s 5MB email limit
Sending options
- Send immediately or on a schedule
- Bulk send in controlled batches
- Packed-status sending for item fulfilments
- Emails queue in the background so NetSuite stays fast
- Email status shown on every transaction
Statements and returns
- Send customer statements using the same rules
- Include open invoices with statements
- Customer returns supported
- Advanced Projects supported
- Bounced emails tracked using NetSuite’s email sending report
Setup and support
- Configured in Setup > Transaction E-mails > Preferences
- Set up in a couple of hours, not days or weeks
- Works with all NetSuite versions
- Documentation and troubleshooting guides in the wiki
- 24/7 global support
INDUSTRIES
Every industry sends invoices. ATE
keeps them consistent.
NETSUITE ATE FREQUENTLY ASKED QUESTIONS
Common questions about Automated
Transaction Email for NetSuite.
What is Automated Transaction Email for NetSuite?
Automated Transaction Email (ATE) is a SuiteApp that controls how NetSuite transactions are emailed. You set the sender, recipients and template once, and ATE applies them automatically to every transaction.
Does it replace NetSuite's email functionality?
No. ATE extends and controls NetSuite’s email functionality. Your team still creates transactions the same way.
How long does setup take?
A couple of hours. ATE is configured in Setup > Transaction E-mails > Preferences, so it is configuration, not development.
Will my team have to change how they work?
No. Staff create and process transactions as they do today. ATE handles who the email comes from, who receives it and which template is used.
Which transactions does it cover?
Invoices, quotes, customer statements, customer returns, item fulfilments and more. Statements can include open invoices.
Is there a limit on attachments?
You can attach up to two files to each email, within NetSuite’s 5MB email limit.
See it running in your own NetSuite.
A free 30-minute review, no obligation, no sales pitch.