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.