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Adrian Mandile
Sep 25, 2020 12:45 AM UTC
Question

How do you update email message subject for Quotes?

In the Customise Messages, there is only an option to edit the Email Subject line for invoices. How can I edit the Quote Sales Form subject line to include the reference number properly – it only shows as "Quote [refnumber]' in the email that was sent!

1 reply

Steven_Product Champion
Steven_Product Champion
Sep 25, 2020 3:33 AM UTC

Hi Adrian Mandile, 

 

After running a test, to have the Quote number appear on the email subject line you will need to make sure within the Custom Form Style, the Quote subject line has:

 

"Quote [Quote No.] from.."

 

I tested having the "Quote [refnumber] " in the subject line and, it does not populate the number associated within the email. Are you using a Quote created within QuickBooks or have you imported your own Custom Form Style Quote, designed outside of QuickBooks?


I would make the change from Quote [refnumber] to Quote [Quote No.] to fix this. If you require any further assistance with these steps you can always reach out to our support team by clicking here.

 

Thanks, 

 

Steven

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