Step 5 – Creating Estimate Email Template

You can create estimate email templates in The Customer Factor by hovering over “My Account”, hovering over the “Email Options”, and clicking on “Create/Edit Emails”.

edit emails

You’ll end up on this screen:

create estimate

Click the “Create New Email Template” and select the Design/HTML/

design html

Insert a title (ie: Estimate Template or Residential Estimate Template, etc.), insert a subject (ie: here is your proposal…), and insert your email message. We have 2 sample templates, one is for a regular estimate and one is for our big proposal (highly recommended). You can use these samples as a starting point and modify to better fit your business or just use ’em “as is”.

Click the “save and close” button and you’re done!

Next: Creating an Invoice Email Template.

Best Regards,





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