Overview
Configure the default email sent when you share an estimate with a customer.
Where in the app: Business Settings → Default Values → Quote Email Template
Open: Quote email
Fields
| Section | Options |
|---|---|
| Greeting | Greeting text; name format (Full Name or First Name) |
| Send Email | Reply-to, Cc, Bcc |
| Subject | Default subject line |
| Message body | Rich-text email body |
| Other | Send attachments; include company logo in email |
Click Save Changes after editing. Individual sends can still be customized on the estimate.
See Send to customer.