Emails sent to customers
Customise the Auto response email your customers receive once they have submitted a quote request.
This email is often a customer's first impression of how you do business. It confirms their request arrived and sets the tone for everything that follows.
The setting is called Auto response email, and the app describes it as: "Automatically send an email notification to customers after they submit a quote."
Set it up
Open the Auto response email editor
Click the icon button at the end of the Auto response email row. The email opens in its own editor: the template tabs Basic and Advanced across the top, the sections that make up the email down the right-hand side, and Preview to read the result back.
Choose a template
There are two email templates, and you pick one of them:
Basic — configure the email template with the available options. You tick what you want shown and the app builds the email.
Advanced — manually edit the email content yourself.
Choosing Basic and clicking Save applies the basic template to the emails. Start there unless you already know you want to write the content by hand.
Write the email
This email goes to customers after they submit a quote, so edit the wording until it reads like something a person would send. Confirm the request arrived, say when you will reply, and echo back what they asked for. If you want to use some app variables, click on Show variant.
On the Basic template you do this by opening each section on the right and filling it in — the six sections are listed below. Its Description and Footer email content parts accept the available email placeholders, so the wording can carry the customer's own details.
On the Advanced template you edit the content directly and add variables yourself: click Show variants, copy a variable from the list, and paste it into the template. The Advanced template below walks through that.
Attach the PDF, save, then test it
Tick Attach PDF file if you want the quote attached to this email as a PDF. This checkbox belongs to the customer email alone — the admin notification carries its own copy of it, so ticking it here does not attach anything to the email that comes to you.
Click Save to save the template. Then submit a request from your storefront using an address you can check, and read the email as a customer would.
The Basic template, section by section
On the Basic template the email is assembled from sections listed down the right-hand side. Click a section to open it and set it up.
1. General
Layout — select a proper email template you want.
Subject — a title that lets the customer identify the quote notification. This is the line they see in their inbox, so it decides whether the email is opened.
Attach PDF file — tick this checkbox if you want to attach the quote as a PDF file to the email.
2. Header email content
Enter the Store name and Store link fields.
Click Upload photo to add the logo of the store.
Edit the Description part. You can use the available email placeholders here.
This is where "your branding" actually lives. An email with no store name and no logo is the one customers read as spam.
3. Product information
Tick the checkbox of each piece of information you want shown for every product in the quote:
Product image
The product photo.
Product Vendor
The vendor recorded on the product.
Product SKU
The SKU — worth keeping on for anything catalogue-based.
Product Options
The variant the customer chose, such as size or finish.
Product Quantity
How many they asked for.
Product Price
The unit price.
Product Total price
The line total.
4. Additional information
Tick a checkbox to select the form builder fields you want shown in the email.
This is the answer to "why is my custom field missing from the email?" — a field you added in the form builder does not appear here on its own. It has to be ticked in this section first.
5. Footer email content
Edit the footer content as you want, using the available email placeholders.
6. Color and font
Drag and drop to adjust the Font size.
Click to choose the Text color and the Heading color you want.
The Advanced template
Choose Advanced when the Basic sections cannot give you the email you want — it lets you edit the email content by hand.
Add variables
Click Show variants, copy a variable from the list and add it to the email template.
For example, to show the name of the customer who submitted the quote: the Email placeholders list shows {!! $name !!} against First name. Put {!! $name !!} in the Subject field and in the body, and it is replaced with the name of the customer who submitted your quote.
Variables work in the Subject field as well as the body — that is what turns "Quote request received" into "Thanks, Sarah — we have your quote request".
What to put in it
Confirmation you received it
Stops the customer wondering whether the form worked.
When you will reply
"Within one business day" prevents chasing emails and sets expectations.
A summary of what they asked for
Lets them spot a mistake immediately rather than after you have quoted.
Your branding
An unbranded automated email reads as spam.
Each of those lands in a particular control: confirmation wording and reply time go in Header email content → Description and in Footer email content; the summary of what they asked for is the Product information checkboxes plus the ticked Additional information fields; your branding is Store name, Store link and Upload photo in Header email content.
Where the customer lands after submitting
The email is only half of the acknowledgement. The other half is what the customer sees on screen — the Success message tab of the Customize editor sets that, and it says so itself: "Customer confirmation and admin notification emails are managed in Other settings." Keep the two consistent.
Replying with your actual quotation
The Auto response email is the automatic acknowledgement. Your priced reply is sent separately from the quote itself:
From Quote list, use the send email action on the row.
From an open quote, use Resend an email at the bottom of the quote.
See Send a quotation.
Sending the quote as a document
Many business buyers need something they can file or forward for approval. Quote documents are built from the Quote PDF template on the PDF template tab of Advanced settings — see Attach a PDF to quote emails.
Writing to customers in their own language
Both quote emails are translated by Translations AI on the Translations tab of Advanced settings. See Translate quote emails.
Next steps
Send from your own address (SMTP) — send from your own address rather than the app's
Translate quote emails — write to customers in their own language
Send a quotation — reply with a priced quote
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