Edit the quote notification
Change the email that carries a quote to a patient or lead, including its button to view it.
Table of Contents
This message goes out when you send a quote. It carries a View quote button to the quote's link.
Find the quote message on Client Notifications.
Click Edit template and edit the wording.
Click Save changes.
Whoever sends a quote can also adjust the Subject and Message for that one quote in the Send quote dialog.
Up next
Next, read Add attachments to notifications.