Thanks for joining this thread, @rdeluca1.
I can see how it would be useful to have the ability to include the Customer Company Name when customizing send forms, I'd suggest sending feedback straight to our product developers/engineers to be considered in the future. They are constantly finding ways to improve our product and service to make QuickBooks work the way your business needs.
To send product feedback in QBDT:
- Open your QBDT, then go to the Help menu.
- Tap on Send Feedback Online, then Product Suggestion.
- Choose a feedback type and product area on the QuickBooks Feedback window.
- Enter your suggestion or feedback, name, and email address (optional), then click on the Send Feedback button.
I also encourage you to visit our Firm of the Future site to be updated with our latest news including product enhancements: Firm of the Future.
Additionally, I'm adding these articles that will help you email sales forms and create custom templates:
I'll be right here to help you if there's anything else that you need. Just let me know by leaving a reply below. Take care!
