Add Default Text for Estimate Emails for Price Lists

The Edit Email setting allows you to add default email language for estimates that use that price list. If a report has Email Body Text set in the Report Configurations tab, that will override the price list email language (see below).

EditEmail

Figure 1. Edit the default email language for estimates that use this price list.

EditEmail_pricelisttext

Figure 2. This estimate uses the "Retail 2024" price list so the default email language is pulled from the "Edit Email" setting. 

EditEmail_notext

Figure 3. There is no Email Body Text for this report in the Report Configurations tab so the estimate uses the default language for the price list. 

In this example below, the report DOES have Email Body Text in the Report Configurations tab. The Subject for this report is “Quote ABC Countertops” instead of “Job Name” in the default email language.

EditEmail_text

Figure 4. The estimate has Email Body Text that is set in the Report Configurations tab. This will override the default language set in the price list. 

The email body text from the Report Configurations tab overrides the “Edit Email” default text set in the price list.

EditEmail_reportlanguage

Figure 5. The Email Body Text for this report is set in the Report Configurations tab.