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Adrian Mandile
Level 2
posted
‎September 25, 2020 10:45 AM
last updated ‎September 24, 2020 5:45 PM

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!
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1 Comment 1
Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎September 25, 2020 01:33 PM

How do you update email message subject for Quotes?

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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