How to save an email to the cc to be assigned automatically in new estimates

Hello there, @jasmin-karamany.

You can assign a default email address to the CC field if your estimates are sent to the same set of recipients. I can walk you through on how to do it.

1. Go to the Gear icon.
2. Choose Account and Settings. 
3. Select the Sales menu.
4. In the Messages section, click the Pencil icon to edit it. 

   

5. Enter the email address of the CC'd recipient in the Copy new invoices to address box.
6. Click the Save button. 

You can read through this article for more detailed steps about adding emails on sales forms: Email a sales form or report to multiple email addresses.

Also, you can set QuickBooks to automatically pre-fill sales forms such as estimates with previously entered content. Here's how:

1. Hover your mouse to the Gear icon ⚙.
2. Choose Account and Settings.
3. Pick the Advanced menu.
4. In the Automation section, select the pencil icon.
5. Choose Pre-fill forms with previously entered content to enable auto-recall.  
6. Click the Save button.
7. Hit Done to record your changes.

Visit us here again if you have other questions emailing your sales forms fin QuickBooks. I'm always here to help.