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Quote Email template(s)

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  • robertf
    replied
    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.

    Leave a comment:


  • robertf
    replied
    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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  • robertf
    replied
    Opened a case in the Advanced Pack support area. Yuri responded.

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

    Leave a comment:


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

    Leave a comment:


  • tanya
    replied
    Hello
    Go to Administration > Email Templates

    Leave a comment:


  • robertf
    started a topic Quote Email template(s)

    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
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