Create an Estimate Email from a Copy

When creating an Estimate Email or Confirmation Email, you can save time by starting from a copy of an Email Document you've already created.
To do this, follow these steps:

  1. Select the email you want to copy from the Documents list by checking the box next to the Document.
  2. Hover over Actions and select Copy.
  3. The copied email appears in the Documents list, with "Copy” at the end of the name.
  4. Rename the document, change the Subject line, and click the Edit button.
  5. In the Document Editor, edit the text.
  6. Click Save.
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