Our company send quotes for different kinds of work. So we send out different kinds of email templates to customers depending on the type of quote. It would be handy if Formitize was able to have a function to be able to set up multiple email templates. Then at the Quote-PDF screen, if we choose to email the quote's PDF we would be able to select the appropriate email template.
Also, it would be handy to be able to have a "cc" address field so that I don't have to have all the relevant email addresses just in the "To" field. It would be handy to have this field available to us at the time that we are preparing the quote email, and not at the just in the settings page.

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In Review
π‘ Feature Request
Accounts
Almost 2 years ago

Maria Attard
Get notified by email when there are changes.
In Review
π‘ Feature Request
Accounts
Almost 2 years ago

Maria Attard
Get notified by email when there are changes.