The Estimate App's Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis (⋮) on your Estimates App and selecting Preferences.
When an estimate is created, you are given the option to print or email it to the customer or lead it's been assigned to.
- Email Notification Template - Email Template used when clicking the Email button on the estimate, which sends an email to the customer. To edit this template, go to Method:CRM's Send Email App, and select Edit Templates.
- Email Outgoing Activity Type - When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.
- Print Template - When the Print button is clicked on the estimate, a PDF file will be created and will use the estimate template chosen here.
Note: when these dropdowns are blank, then the defaults are used.