PressureX
New member
So since I am not very good with this software, well, let me re-phrase that, since I can only do what I need to do, I have a question.
Whenever you create an Estimate or Invoice, and go to E-Mail it out of quickbooks, it basically says the estimate/invoice will be attached as an attachment to the E-Mail as a .pdf file.
All fine and dandy, works for me, and works great.
But my question is, instead of it E-Mailing the estimate template, would it be possible to instead send the letters?
You know how you can write letters to customers with estimate/invoice activity etc.
Is it possible to E-Mail that instead of the template it uses?
I mean I know I can do it if I just write an HTML E-Mail to the client and pasting the letter, but that's a hassle.
So is it possible? I attached a sample letter and sample "template" so further clarify what I mean.
In short: It E-Mails the "template", but im wondering it you can change that somewhere to send the "letter".
The first pic is the "template". The second is the "letter"
Whenever you create an Estimate or Invoice, and go to E-Mail it out of quickbooks, it basically says the estimate/invoice will be attached as an attachment to the E-Mail as a .pdf file.
All fine and dandy, works for me, and works great.
But my question is, instead of it E-Mailing the estimate template, would it be possible to instead send the letters?
You know how you can write letters to customers with estimate/invoice activity etc.
Is it possible to E-Mail that instead of the template it uses?
I mean I know I can do it if I just write an HTML E-Mail to the client and pasting the letter, but that's a hassle.
So is it possible? I attached a sample letter and sample "template" so further clarify what I mean.
In short: It E-Mails the "template", but im wondering it you can change that somewhere to send the "letter".
The first pic is the "template". The second is the "letter"