How to Edit the Quote Notification

This article explains how to edit the template that is sent to clients when sharing quotes with them.

Step 1: Navigate to Setup

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page. Under the Marketing & Communications section, you will find ''Communications.'' Click to expand, and it will reveal the Client Notifications tab.

Step 2: Select the "Quote" notification

Once you open the "Notifications" tab, click on the "Engagement" tab in the left sidebar and select the "Quote" notification.

Step 3: Edit notification

All your editing options are listed on the left-hand side in the Builder section. You can make adjustments there and preview your changes in the ''Preview'' section.

You can edit the background, text, and button color. You can also add additional text to the notification, edit the logo size, and add your social media icons.

To edit the SMS notification, switch to the SMS Text tab and update the text in the message box. You can also add merge tags to include details like client information, appointment specifics, date, time, and more.

Step 4: Save Changes

After making the adjustments, click the 'Save' button on the top right corner to finalize the changes.

By following these steps, you can edit your standard quote notification.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.