For each module, you can set a different email template. In addition to the text, you can include your company logo, a link to the online signature page, the name of the client and your name.
For the quotations email (the others are the same apart from the name) you can change this by:
- Clicking on the Cog at the top right
- Selecting Quotation Settings
- Select Email Settings
If you don't want the system to use your email address, set the default to another one. For this to work through your email server you need to set up this email.
You can use the tags for the title (for example the quotation number or description) and in the body add in things like the client's name and your logo. The logo is taken from the logo you have added for documents in the business settings.
Click 'Save Settings' when you are done.
You can't add a photo directly the this, unfortunately, but you can link to one on your website by click on the add images buttonand put in the link.