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Setting up a quote email template
Setting up a quote email template

How to set up a Quote email template

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

All quotes sent via Rounded are accompanied by an email, which can be edited at a template level.

To set up or edit the quote email template, go to Settings > Email Templates

Then, go to the Quote tab and adjust the email body copy accordingly. Add/change the merge tags as required to personalise it

Click Save when done, and this template will accompany all quotes.

Remember to download the Rounded mobile app!

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