The default email templates can be edited by navigating to Settings and editing the "Approval Email" field within the estimate and invoice settings.
Below is a video showing how to modify email templates in Projul. Further down is a step-by-step guide on how to navigate to and change these email templates.
https://share.vidyard.com/watch/CPpjD5dPBmaxMFBu1f3eyq
Navigate to the settings menu by clicking on the initials in the bottom left corner of Projul and opening Settings from the general menu.
In the right sidebar, select "Estimates" from the dropdown menu.
Scroll down to the "Estimate Approval Email" and "Change Order Approval Email" fields.
When editing the email, "Variables" can be added, which are automatically replaced with the relevant customer, estimate, or company info related to this estimate/project.
The same modifications can be made by navigating to the Invoices settings from the tab at the top of the Sidebar menu and scrolling down to the "Invoice Approval Email" field.
Questions? Let's Chat.
support@projul.com
(844) 776-5853