Previous Lesson: Set Up Estimate Templates
To set up Estimate Email messages go to General > Preferences
Estimate Module > Estimate Setup
You can then type an email subject and message, to accompany the attached letters (produced from the Estimate Templates):
The Estimate note goes beneath the body of the email and we recommend you use it for adding further information such as services you perform and contact details etc.
Click Save on both and your emails are set up.