Quote Email template(s)

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  • robertf
    Member
    • Apr 2017
    • 35

    Quote Email template(s)

    Is there a way to create new email templates for quotes to use/select?
    If not, can you point me to the file I would put the email body text in for now?

    Thanks,
    Robert
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    Go to Administration > Email Templates

    Comment

    • robertf
      Member
      • Apr 2017
      • 35

      #3
      I created the template, but when you select to send the quote via email there is no way to select a template.

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        if you are talking about pdf templates, you can find button to these templates on list view of quotes

        Comment

        • robertf
          Member
          • Apr 2017
          • 35

          #5
          Opened a case in the Advanced Pack support area. Yuri responded.

          Comment

          • robertf
            Member
            • Apr 2017
            • 35

            #6
            Sorry, I was talking email templates for sending a quote via email. So an email template, but selectable when you send the quote via email. But, see previous post. Thanks.

            Comment

            • robertf
              Member
              • Apr 2017
              • 35

              #7
              Yuri created a nice upgrade to access templates from the quote emailing option and insert fields from the quote into the email message.
              Quotes are worth a look if you need them and the workflow is very nice too.

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