Estimate email template

This setting was previously called: Estimate email message.

These modules allow for email, SMS, and letter communication to your clients. Using tagging allows for the expansion of information and allows for better creation of documentation.


Please note This email will be sent with every estimate you send out of the system, however you can alter it before it gets sent.

Tagging is available for use as well, and we highly recommend using tagging throughout the modules to create communications that will help your customers and you in reduction of overhead and wasted time spent communicating back and forth.  To understand how tags work, and which tags do which, please refer to this article:

Text Formatting: This module allows you to format your text, including sizing of fonts, types of fonts, indentations, alignments, bullets, and numbering.


  1. Go to profile button > settings > use search functionality or navigate via the left handed 'Categories' area >Estimate email template.

  2. Use the page to type your message which will accompany your estimates. Once you have typed your message, hit ‘Save’.