How To Customize Email Verbiage:

• In the portal, look to the left-side menu.
• Under My Business, click on Customize.
  • Quote Email Greetings Verbiage:
    • This field appears at the top of any email sent to a customer that is containing a Quote. For example, “Thank you for meeting with me. Your quote is attached.”
  • Quote Email Closing Verbiage:
    • This field appears at the end of any email sent to a customer that is containing a Quote. For example, “Have a great day.”This applies to the Email Verbiage fields for Orders, E-Invoices, Receive Payment, etc.

The same procedure applies when you customize email verbiage for the Email Verbiage fields for Orders, E-Invoices, Receive Payment, etc.

If you found this interesting, you may benefit from our article about setting up Automated Email: Click here to check it out.

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