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How can I edit the automated Quote Reminder message?
How can I edit the automated Quote Reminder message?

Here's how you can edit the quote reminder email templates

Jake Scotto avatar
Written by Jake Scotto
Updated over a month ago

To preview and edit the automated quote reminder email, click "Preview" when adjusting the Quote Expiration rules on a project.

Then, click "Edit Templates"

Want to edit all templates? You can head to the "Messages" tab of your account, then to your "Templates".

From here, you can edit the "Quote Reminder" and "Quote Expired" templates.

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