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Editing the Customer-Facing Quote Accepted email template
2 CommentsSorted by Oldest First
Steve Siggs
said
about 3 years ago
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.
Matt Rose ([email protected])
said
about 3 years ago
Or, possibly, Notification Email template type.. dependent on exactly what you're wanting to change.
Megan Matlock
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:
Dear Customer,
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.
Acceptance Details:
Name:
Email Address:
Signature:
From IP Address:
Acceptance Key:
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?