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How do I find an email that has been sent?
I sent an estimate to someone and I would like to see the cover sheet that I sent with it. (I made changes to the template for the email). I need a copy of it but can not find it.
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Hi kris72,
There isn't a way to retrieve the exact email you sent with the estimate, especially if you made changes to the email template just before sending it. However, you can view and customize the default email content for estimates going forward.
Here's how:
- Go to the Gear icon, then select Account and settings.
- In the Sales section, click Messages.
- Choose Estimate from the Sales form dropdown, then customize the content in the Email message textbox. Optionally, check the Email me a copy option to receive a copy.
- Click Save to apply the settings.

If you have any questions or concerns, please feel free to reply below. We would be happy to provide further assistance.