ESM email

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Brian Boykin

• September 14, 2022 13:05

It would be nice to be able to customize/personalize the email when sending a proposal comparison to a customer like we can when sending an invoice/estimate.

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  Brian Boykin

  • December 27, 2023 14:47

  I have not seen where this is complete. Yes, there is a template (always has been) but I am taling about being able to edit the "template" as we send a proposal like we can with emailing an invoice. The ESM template cannot be edited "on the fly". This ability to personalize the ESM email would be greatly appreciated. If i am missing something please let me know

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