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Adrian Mandile
September 25, 2020
Question

How do you update email message subject for Quotes?

In the Customise Messages, there is only an option to edit the Email Subject line for invoices. How can I edit the Quote Sales Form subject line to include the reference number properly – it only shows as "Quote [refnumber]' in the email that was sent!

1 reply

Steven_Product Champion
Steven_Product Champion
September 25, 2020

Hi Adrian Mandile, 

 

After running a test, to have the Quote number appear on the email subject line you will need to make sure within the Custom Form Style, the Quote subject line has:

 

"Quote [Quote No.] from.."

 

I tested having the "Quote [refnumber] " in the subject line and, it does not populate the number associated within the email. Are you using a Quote created within QuickBooks or have you imported your own Custom Form Style Quote, designed outside of QuickBooks?


I would make the change from Quote [refnumber] to Quote [Quote No.] to fix this. If you require any further assistance with these steps you can always reach out to our support team by clicking here.

 

Thanks, 

 

Steven

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