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  • Quote email subject

    Hi,
    I send my quotes by email but every time I change the subject by some infos that are contained insides my entities.
    Is there any way to change the subjetc to add some fields.
    The ohter way to do this would be to set a default name calculated from fields when I create my quote. Via workflow?

  • #2
    Hello
    Yes, you can create Email Template (Administration > Email Templates), and use it, when you want to send a quote

    With workflow or with formula you can do this

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