Change default email when emailing estimates
Create the ability to change the default email that sends with estimates without having to choose from a drop down of email templates. Our team often forgets to change the email template, so the ability to change the default email would be extremely helpful.
14
votes
Welch
shared this idea
This is available in the new sales experience that will be rolled out this quarter.
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Camille commented
Customer would like to be able to have multiple emails under the same account as they have several locations. This wold make it easier for them to keep track of what documents and other communications are being sent from which location.
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My Contacts De La Cruz commented
Ability to be able to send an email from the estimate page once the estimate is created.