WEBVTT

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Open Company settings, then Mailer templates.

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Review the available design and format.

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Preview the piece before assigning it to your company.

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Make it mine starts a copy you can edit.

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Save your design and complete any review required for your account.

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Confirm which design is actually assigned.

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Quote email holds the default wording.

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Use the supported placeholders shown on the screen, and wait for the save confirmation.

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When you email a quote from a house, verify the recipient and message first.

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After sending, check Emails sent.

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A sent record does not prove the homeowner opened it.