How to set up a default Email to the Customer

How to set up a default Email to the Customer

ApprovalMax supports setting up a default Email to the Customer for Xero-connected Organisations.

This is how it works:
  1. In the main menu, select the Organisation and open Approval Workflows under Workflows And Settings:



  2. Open the Quote workflow:


  3. Click on the gear icon and scroll down to the EMAIL TO THE CUSTOMER SETTINGS:



  4. In the Email to the Client settings section you can:


Enable/disable this option:

    1. Enabled (the default Email to the Customer block in Quotes is enabled; however, the checkbox “Email approved Quotes automatically to the Customer” is not ticked automatically)
    2. 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)
    3. Disabled (the Email to the Customer block is hidden in Quotes)


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:


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
5. When finished, save your changes and update the workflow.


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