Customize Email Quotes: a complete guide to customizing the email estimates to the customer

Created by Mike B, Modified on Thu, 29 Feb 2024 at 03:29 PM by Mike B

If you wish to cusotmize how the email quotes are sent to the user, you can do it with this method below.

Step 1. Turn off Email Quotes to the User

Your calculator form > Calculator Settings > Email Settings: set to admin only

Step 2. Setup Zapier or Make.com to Send Customized Quote Emails

Setup customized email quotes in minutes with Zapier.

Step 3. SMS Text Quotes (Bonus)