I want to add a personalized message with the Quote? How do I do it?
- Before finalizing the quote, you will see a screen with a 'Message' Box. You can add/edit a custom message to embed inside your quote email:
- You can also set a default message for the message box through the Settings->Options:
- Under Options, you can enter a default message to embed in each and every quote.
- You can also override the default message with custom message write creating a quote.
- For the custom message to appear inside quote email, please ensure that you have selected an email template with custom message as an available field.