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auddig
Level 1

Email copy of estimate to multiple people in our company

How can I get copies of estimates we send to be emailed to more than one person in our company?  When I go to settings>sales>messages and choose the estimate option, it only gives me the choice to email a copy to our one main customer-facing email account.  I would like to be able to CC others like you can do when you send an invoice. 

 

Thanks 

Solved
Best answer March 07, 2019

Best Answers
AldrinS
QuickBooks Team

Email copy of estimate to multiple people in our company

You've come to the right place, auddig.

 

I've got good news: You can add up more than one person to receive a copy of your estimate!

 

However, instead of setting it up in the Account and Settings page, you'll need to enter it manually when you create the estimate. Just make sure to separate each email with a comma. I've attached a screenshot below for your reference.

 

 

That should do it. Please let me know if you need further assistance with this, I want to make sure this is taken care of. Thanks for reaching out, wishing you and your business all the best!

View solution in original post

3 Comments
AldrinS
QuickBooks Team

Email copy of estimate to multiple people in our company

You've come to the right place, auddig.

 

I've got good news: You can add up more than one person to receive a copy of your estimate!

 

However, instead of setting it up in the Account and Settings page, you'll need to enter it manually when you create the estimate. Just make sure to separate each email with a comma. I've attached a screenshot below for your reference.

 

 

That should do it. Please let me know if you need further assistance with this, I want to make sure this is taken care of. Thanks for reaching out, wishing you and your business all the best!

View solution in original post

JayM
Level 1

Email copy of estimate to multiple people in our company

How can I submit a request for the option to add more than two emails automatically?

Adrian_A
Moderator

Email copy of estimate to multiple people in our company

Good day, JayM.

 

I’ll personally send a request to our developers about your idea. They'll analyze this one and may be added to our future updates.

 

In the meantime, you'll have to manually select the emails to whom you want to send the Estimate.

 

You can also check QuickBooks blog for our new and updated features:: https://quickbooks.intuit.com/blog/.

 

The QuickBooks Community is just around the clock if you have other concerns. Have a great day!

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