We send quotes for various services with attached documents…
We need to be able to create multiple custom *initial email templates* for different types of quotes.
Instead of the standard “Initial Email” Quote that it selects by default, we need an option to be able to use a custom Template that we previously created, named, and saved. We could customize the default template and save as the “Default” but we send various types of quotes, for various services.
For example, VoIP Quote:
Here is your 2-part [BRAND OF VoIP] Implementation Proposal.
Click the button below to view both attached documents:
– [BRAND OF VoIP] Service Agreement
– [OurCompany]’s Implementation Agreement
This topic was modified 6 months, 2 weeks ago by Motor.