Editing the quote email template

You can make a few changes to the quote email template that will be sent to your customers.

You can make the following changes on the quote email:

• Uploading your company's logo
• Adding additional text to the header and footer
• Toggling different fields to show on the quote

Editing the quote email template:

The quote email template can be found in Settings -> Bookings forms & Communication -> Email communications -> Quote email

Uploading your company's logo:

• Click on 'Or choose a different logo' to upload/change the logo on the quote

Adding text to the header and/or footer of the quote email:

• Add text in the 'Edit header text' box to have it show at the top of the quote email

• See a live preview of the text in the 'Preview' area to the right

• Add text in the 'Edit footer text' box to have it show at the top of the quote email

• See a live preview of the text in the 'Preview' area to the right

Toggling different fields to show on the quote:

You can choose to show or not show a certain fields on the quote email.

• Toggle the Yes/No switch next to any of the available fields
  • Selecting 'Yes' will show the field
  • Selecting 'No' will hide the field

• Check the 'Preview' section on the right to see what it looks like

Considerations:

• You are not able to change the quote email PER job
• The preview is what your customers could see but it may vary based on how their email provider renders the email

Need help with creating quotes? Email us - we're here to help you: help@maidily.com