I need to update the wording on the email our customers automatically receive after they accept a quote via QuoteValet, but I can't seem to locate the template.
I'm logged in as Admin. It's not under Tools->Customize E-Mail Templates.
Right now it says:
This is an automated notification from XXX.
Thank you for accepting quote #DISQXXX. We sincerely appreciate your business. Our sales team has been notified and we will begin processing your order soon.
Per the Electronic Signature Act we've attached a copy of the quote you've accepted.
To view or review the accepted Quote at any time click here.
I want to update the info about our invoicing and payment process. Where can I find and edit this template?
It's in with the QuoteValet Templates... go to the Tools menu > Options option > QuoteValet tab > click "QuoteValet Setup" > Templates tab and it's the "Acceptance Confirmation" Template Type.
Or, possibly, Notification Email template type.. dependent on exactly what you're wanting to change.