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Community Contributor **

Can different users have different default email templates when sending forms?

I have two users that send estimates and we use Outlook to send emails from Quickbooks.  I want the email template that each user sends with the estimate to be customized to that user so their name/contact info is specific.  Does that make sense?

1 Comment
QuickBooks Team

Re: Can different users have different default email templates when sending forms?

Hello there, kristi720.

 

Good question. I appreciate you sharing your idea here in the Community. 

 

QuickBooks is designed to use one default email template when sending estimates. Though having the option to send forms using different email template for different users is a good suggestion, let me be the one to send a feature request If this is something you wish to have in QuickBooks Desktop.

 

Just in case you need help in customizing your email templates, here's a great article that you can refer: Customize email templates in QuickBooks.

 

All request will be viewed by our product engineers for future enhancements. If there are any changes, I'll be sure to keep you posted.

 

Let me know if there's anything you need help with. It's my pleasure to assist.