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  • 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

  • #2
    Hello
    Go to Administration > Email Templates

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

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

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

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          • #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.

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            • #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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