Auto fill email body?

I dont know if this has been discussed yet as search results dont bring anything up.

What I am after, is if there is a way to set the email body of both the Quote and Invoice to a generic pre-written statement? Currently, you have to fill this “body” text in and that takes too long, especially when I am out in the field and using my iPad for sending invoices, I do quotes at the shop.


You may try using email templates. You can pre-define a body with placeholders inside these templates.

Yeah, I figured out that part. :slight_smile: