Customizing Email Templates

Customize the subject, preview text, and intro on the emails customers get when you send quotes and invoices.

Open customer emails

1. Go to Settings → Emails.
2. If you see Upgrade to Pro to customize customer emails., upgrade first — editing is available on Pro and Elite.
3. On Pro or Elite, review Quote emails and Invoice emails. Each row shows Default or Customized.

Edit a template

1. Click a row to open the editor. QuoteBolt includes:
   • Quote sent
   • Quote accepted
   • Invoice sent
   • Payment received
   • Invoice overdue
2. Edit Subject, Preview text, and Intro paragraph.
3. Use Insert Tag to add personalization (for example customer name, quote or invoice number, total).
4. Click Save. To clear your overrides, use Restore default and confirm Restore QuoteBolt default?.

What happens next

1. Send your first quote
2. Sending invoices to customers
3. Customize your branding

Good to know

• You only edit subject, preview, and intro — the rest of the email layout stays QuoteBolt’s.
• Matching the default text clears a custom override on save.
• There is no separate team-invitation template on this page — invites use their own flow under Inviting team members.