To setup the quote email template you will need to go to Email---Get Templates & Containers.

Enter the word "Quote" into the search bar on the right side of the screen and then the "Client Inspection Quote" template will appear. Click on the green "Copy to this ISN" button.

You can also create a new quote template from scratch. If you would like to learn more about creating an email template you can visit the Create or Edit an Email Template help article.

Did this answer your question?