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Customise Quote & Invoice Email Subject Line

Feature RequestAccounts

Updates to the Quote & Invoice settings to include the ability to customise the email subject (of the email sent with an invoice or quote). Including placeholders with this content would also be useful to be able to identify unique information, such as the property address, relating to an entry.

Posted by Gordon Johnston ·
Status: Completed3 comments

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Comments3

  • Keith Azzopardi

    •

    Apr 3, 2024

    Hello @Gordon Johnston,

    We're delighted to let you know that our platform already allows you to edit the email subject lines when sending both quotes and invoices (sans merge firelds). You can find this feature within the QuoteAccept and the invoicing sections, which gives you the ability to personalize your emails further.

    For your convenience, the 'Show Job Number and Location' option can be enabled directly from your Accounts settings. By navigating to Accounts Settings>> Invoices, you'll find the option to display the job number and location prominently at the top of your PDF invoices.

    Here's an image to guide you through this simple switch in settings:

    Regarding the inclusion of merge fields in the subject line, we understand the appeal of personalizing emails with names and other details. However, we recommend caution with using property addresses, as lengthy subject lines may be truncated, which could potentially omit important information.

    If you'd still prefer to explore the possibility of adding more specific merge fields, such as property addresses, please let us know.

    For more details on the PayNow feature and how it can benefit your business, please visit PayNow. Also, to learn more about the QuoteAccept module and its capabilities, check out the release update here: QuoteAccept Release Update.

    Your feedback is valuable, and we can certainly discuss creating a new feature request to cater to your needs.