cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
LieraMarie_A
QuickBooks Team

Reply to message

Hi there, @Jeffymc. I'll share the steps with you on how to customise your email message. 

 

Here's how:

  1. Click the Gear icon.
  2. Select Account and settings and proceed to the Sales tab.
  3. Go to the Messages section.
  4. Select Estimates/Quotes from the Sales form drop-down.
  5. For the Subject and Email message, you can leave the verbiage in the box that is provided or type in your custom messages.
  6. If you would like to receive a copy, place a tick in the box next to Email me a copy.
  7. After you've made all the appropriate changes to the message, select Save.
  8. 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.