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.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=email-settings · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

Default email templates.

Steps

1. Open Email SettingsDo: Go to Settings → Email Settings.Expect: Sections by event, each with "Edit template".Actual:
2. Edit a templateDo: 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.Expect: Future sends use the new wording.Actual:
3. Know the defaultsDo: 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".Expect: Each can be edited the same way.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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?