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Heidelberg Printers
Level 1

Want to change the subject line when emailing a estimate or invoice.

I want to change the subject line when emailing a estimate or a invoice.

Want the Estimate no. and die Customer name in the subject box.

5 Comments
IntuitJamesLowell
Level 3

Want to change the subject line when emailing a estimate or invoice.

Great to have you here in Community, user85451!

I can help you edit the subject line of your email.

You'll need to manually edit it every time you'll send an invoice or an estimate. After clicking on Save and Send when you're about to send the email, you can edit the subject to edit the invoice number and add your customer's name.

Currently, the automated way is currently not available in QuickBooks Online. 

We appreciate if you can send us feedback by clicking on the Gear icon and choose Feedback. This way we'll be aware of the things that we need to add and develop the product.

Keep me posted if there’s anything else you need, I’ll be around to help.

BB Hardware
Level 1

Want to change the subject line when emailing a estimate or invoice.

What about for the 2018 Desktop version? We are wanting to add the customer name as well to the subject line. When I try to attempt this in the preferences, I am prompted that "Stock template can't be modified"

JonpriL
Moderator

Want to change the subject line when emailing a estimate or invoice.

Hello @BB Hardware,

 

The error message prompt happens when you edit the default template in sending your customer's statements. Instead, let's manually create a new template so you can add their name on the SUBJECT field.

  1. Go to Edit.
  2. Select Preferences.
  3. Click Send Forms.
  4. Go to the Company Preferences tab.
  5. Under Email Templates, select Statements.
  6. Click Add template.
  7. Enter your customer's name in the SUBJECT field.
  8. Select Save.
  9. Click OK.

I've got you our Help articles in case you need some reference especially with recording your daily transactions.

 

You can always get back to here in the Community if you have any other questions.

kpersaud
Level 1

Want to change the subject line when emailing a estimate or invoice.

When does Intuit expect this feature to be automated? It doesn't seem efficient for us to manually enter the customer's company name on each transaction.

 

JonpriL
Moderator

Want to change the subject line when emailing a estimate or invoice.

Hello @kpersaud,

 

As of the moment, there isn't an integrated way to automatically fill in your customer's company name as the subject line when sending your sales forms to them. And we're unable to provide the turn around time as to when it'll be automated in the system.

 

That being said, you can consider reading through our blog site for the new updates rolled out in the system: QuickBooks Online Blog.

 

Additionally, I've also included this helpful article for the troubleshooting steps in case you'll bump into errors when sending your sales forms: Delivery Errors when trying to email a sales form.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand Stay safe!.