What different estimate notifications can you send via email?

With the web version, you need to simply:

  • Go to Settings
  • Under Templates, tap on Email Notifications

You get 4 different tabs to switch to, like Estimate, Invoice, Purchase Order, and Credit Memo.

  • Tap on Estimate Notification

Here, you will get different estimates templates related to 

  • Approval
  • Rejection
  • E-signing
  • Deposit request
  • Not signed documents.

With these templates, you can edit the subject line, and content body, and add tags.

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