cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Home2710
Level 1

We have multiple sales staff that email out quotes. How can we have their individual email address shown to the email recipient and not the generic company email?

 
1 Comment 1
AddieC
QuickBooks Team

We have multiple sales staff that email out quotes. How can we have their individual email address shown to the email recipient and not the generic company email?

Hi there, 

 

Thanks for getting in touch with us! It sounds like you have a team of awesome and engaged sales staff. For some businesses, it's important that client's are aware of who the invoice/estimate is coming from. 

 

All sales forms will be sent to your customer using the company email address, but there's a workaround solution. I recommend adding your employee's email address in the message field on your invoice/estimate. 

 

There's two areas you're able to add messages. Here's the breakdown:

 

1. Message on Invoice - This will appear under your line items, beside your Sub-Total and Total

2. By Clicking Customize > Edit Current > Emails, you can find the box for Message to the Customer - This will appear on the email itself, rather than on the invoice/estimate


I can appreciate that you'd like to be able to send your sales forms from different user emails. I'd be happy to pass along your feedback to my team. 

If you have any other questions, let me know. 

Cheers!

Need to get in touch?

Contact us