Changelog
ImprovementQuotes
Preview emails before you send them
See exactly what your client will receive before you hit send. The send dialog on quotes and invoices now shows a live email preview.
Sending a quote or invoice used to be a small leap of faith. Now the send dialog includes a full email preview so you can see exactly what lands in the client's inbox before you commit.
What changed
- The send dialog for quotes and invoices now renders the email body with your company logo, line items, and subject line.
- Edit the subject and message and watch the preview update.
- Confirm the recipient address is correct before sending.
Why it matters
A typo in a client name or a wrong attachment can undo a careful estimate in a heartbeat. A two second preview catches the obvious mistakes and makes the experience feel more like sending a real email and less like clicking a black-box button.