My Roof CRM

Email Settings: the emails the app sends on your behalf

Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.

Intermediate 6 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Every email the app sends has a template here, grouped by event: "EMAILS SENT WHEN SHARING A QUOTE" (sent for sign, sent for review, sign canceled), "EMAILS SENT WHEN THE DOCUMENT IS SIGNED", "INVOICE" and "ORDER". Six defaults are created at signup.

By the end you can

  • Find the email for each event
  • Edit subject, body, button and attachment
  • Use tokens in the subject

Step by step

  1. Open Email Settings/settings?activeTab=email-settings

    Go to Settings → Email Settings.

    You should see: Sections by event, each with "Edit template".

  2. Edit a template/settings?activeTab=email-settings

    Click "Edit template" on the quote sent-for-sign email. Change the Subject (use the token picker, default "{{ACCOUNT_NAME}} has sent you a quote"), the Body, the "Button text" (default "Review and Sign Quote") and the "Attach PDF to this email" switch. Save.

    You should see: Future sends use the new wording.

  3. Know the defaults/settings?activeTab=email-settings

    Read the other defaults: "{{ACCOUNT_NAME}} changed your quote." (republish), "Your quote from {{ACCOUNT_NAME}} has been signed", "Please review the attached invoice", "{{ACCOUNT_NAME}} has sent you an order".

    You should see: Each can be edited the same way.

Tips

  • Appointment and stage messages are not here; they live under Automations.

Related lessons

Text tokens: personalise proposals, templates and emails

The full list of tokens such as {{CUSTOMER_FIRST_NAME}} and {{SIGNED_QUOTE_TOTAL}}, where they work, and what happens when a value is empty.

Proposals & quotesBeginner4 min

Review and send a proposal for signature

Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.

Sending & e-signaturesBeginner7 min

Create and send an invoice

Create the invoice from a signed proposal, check what it pulled from the accepted snapshot, set dates, deposit and terms, preview and send it to the homeowner.

Orders & invoicesBeginner8 min

Finished this lesson?