Can you personalize the quotation email to be more welcoming?

Hi there, iggyviljoen.

I'll help you modify the default message when sending your quotation from QuickBooks Online. Here's how:

1. Go to the Gear icon and select Account and Settings.
2. Proceed to the Sales tab, then click Messages.
3. Click the drop-down under Sales form and select Estimate.
4. Edit and customize the email message.
5. Click Save.

You'll also want to personalise the estimate itself, your invoice, or sales receipt. Let me share these articles that can serve as your guide:

• Customise invoices, quotes, and sales receipts in QuickBooks Online
• Import custom form styles for invoices or estimates

Let me know if you need anything else.