ApprovalMax supports setting up a default email to the customer for Xero-connected Organisations on paid subscriptions.
This is how it works:
In the main menu, select the Organisation and open Approval workflows under Workflows and settings.
Open the Quote workflow.
Click on the Gear icon and scroll down to the EMAIL TO THE CUSTOMER SETTINGS:
In the Email to the Client settings section, you can:
Enable/disable this option:
Enabled (the default Email to the Customer block in Quotes is enabled; however, the checkbox for “Email approved Quotes automatically to the Customer” is not ticked automatically)
Enabled and checked (with this option, the default Email to the Customer block is enabled in Quotes and the checkbox “Email approved Quotes automatically to the Customer” is ticked automatically)
Disabled (the Email to the Customer block is hidden in Quotes)
2. Set up a default CC email address
Multiple email addresses can be added in the CC section; each email address can be removed in Quotes individually:
3. Set up a default email template
There are limitations to the length of a Quote's email subject and body:
Subject - 998 characters
Body - 4,000 characters
When finished, save your changes and update the workflow.