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Ability to save default email wording in estimates

solosailssolosails Member Posts: 26

I love the estimate function, but it is quite tiresome having to type out the email message for every quote - it would be really handy to be able to define one or more standard email body messages that have merge tags such as "Dear {customer first name}",

This would save an awful amount of time for those business that spend a lot of time creating quotes.

Hopefully not too hard to implement either?

Thanks, A

edited June 25, 2020 in Sales & Invoicing Feature Ideas

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey @solosails

    Thanks so much for your contribution to our community with this feature idea. Presently our team is working on a lot of backend invoicing stuff before we go into the estimates function, however we always love hearing improvements on our system from the business owner's perspective in this forum!

  • solosailssolosails Member Posts: 26

    Hi @BarsinA ,

    Thanks for the reply - I hope you find time to add this when you're onto estimates.

  • solosailssolosails Member Posts: 26

    @BarsinA - PS, the same option for standard email templates also applies to Invoices as well.

  • KimGrotyKimGroty Member Posts: 3

    I second this feature request.

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