Hi there, @Jeffymc. I'll share the steps with you on how to customise your email message.
Here's how:
- Click the Gear icon.
- Select Account and settings and proceed to the Sales tab.
- Go to the Messages section.
- Select Estimates/Quotes from the Sales form drop-down.
- For the Subject and Email message, you can leave the verbiage in the box that is provided or type in your custom messages.
- If you would like to receive a copy, place a tick in the box next to Email me a copy.
- After you've made all the appropriate changes to the message, select Save.
- Select Done.
You can also refer to this article for more info: How to set up or change customer messages. You can also personalise your sales forms to make them eye-catching and professional-looking.
You can always reach out to us anytime you need help with sending forms. We're always here to be your guide.
