05-25-2023 12:57 PM
When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it easier for them to view/find. It also means less emails for us in the office as well (I receive an email alert every time an estimate is viewed). This would be a win win for sure! It would also really help our property managers who receive hundreds of emails from us. It would make it so estimates aren't getting lost in their inboxes!
05-25-2023 02:39 PM
You already can, we always include PDF and email all estimates. This is for estimates included under the same opportunity/job