I want to add a personalized message with the Quote? How do I do it?

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.

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