Write an email from financials tab
When you click the 3 dots to email an estimate or invoice in the financials tab, we should be able to write an actual email instead of a generic message like "Here is your estimate...". Looks unprofessional and also only puts "Thank you, name" No real company signature populates!
15
votes
Laura DePaul
shared this idea
Now when emailing from an estimate or other financial documents you are able to edit the email including the subject line.
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Where? The same box pops up.
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Kraig Borr
commented
Agree. Also the ability to add a custom note in the body of the email is a must.
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Anonymous
commented
The ability to customize the default email that is sent when emailing estimates. Currently, the default email just says "Your estimate is attached to this email."
