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:
$client,
Here is your 2-part [BRAND OF VoIP] Implementation Proposal.
Click the button below to view both attached documents:
Yes I see we can customize the reminders, thank you. Although, we find that the reminder templates work fantastic as reminders and we really don’t want to do away with any of those.
We need the ability to add custom templates that aren’t reminders.