How do I change the default Mail message that gets sent via Billings went sending either a quote or an invoice? In particular, I want to change the subject line so that it says "Quote" (instead of "Estimate") followed by the project number.

I'd also like to be able to insert a line of text in the body of the new Mail message, saying something to the effect "Attached please find our quote for services."

Any ideas how to do this?

im not sure if you can presently do this in billings but in order to get around this i have a 'estimate' and 'invoice' signature set up in mail so adding the deafult text is done by selecting the signature drop down in mail.

hope this helps

Hi Patrick, this was responded in another post:

"Currently we don't support customization of the email subject line. However, that is an interesting idea and we'll consider it.


adam"