Proposal Email

Edit Proposal Email – Main Menu Options Tab When you have created an Estimate for a customer, you can send them a PDF of the proposal with a personalized email message containing basic information about the design you have created for

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Edit Notification Email – Main Menu Options Tab

When a work order is completed, an email message can be sent to the customer to notify them.

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Bulk Email

How do I send a batched emailing to certain customers?

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Sending Bulk Email to Groups

Sending Bulk Email to Small Groups When you send email messages to a large group it is best to send small batches rather than all 500 or more together in one email message because it is likely to get spam

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