Estimate emails are optional but recommended if you intend to email Estimates to potential clients. Before you create estimates, it's a good practice to prepare an initial client email and a confirmation email. This will help speed up the estimate process as both need to be designated on your Estimate Document.
You can create an email from scratch, or download a template from the Marketplace.
To create a new Client Email or Confirmation Email, follow these steps:
Create a Client Email
- Go to Settings > CRM > Documents.
- Click Add Document on the top right corner of the Documents list.
- For Document Type, select Client Email.
- Enter the document name and description (for your reference only; these are not seen by the Client).
- Enter an email subject that will appear on the subject line of the client’s email.
- Click Save. You are then redirected to the Document Editor.
- Click the green Use Template button to select a customizable document template, or choose the blank one to build your own Client Email.
- Create your email and insert text, images, and merge tags as needed.
- Include the Estimate Link Merge Tag: [quotelink] - This will take the client to the View My Proposal website. There, the client will see the full estimate, select specific services, and approve it. If you’ve added a signature line, they can sign the estimate with their mouse or finger.
The client email will look something like this:
Create a Confirmation Email
After a client accepts your estimate online, they can receive an automatic confirmation email from you. This would say something simple, such as: “Thank you for accepting our estimate. We’ll be in touch soon to schedule your services.”
You can create the confirmation email from a copy, from scratch, or by downloading a new template from the Marketplace. The steps are the same as creating a Client Email except that you don’t need to include the “Estimate Link” merge tag.
The next step in the estimate process is to create your Estimate Document.