From the settings page, you can now customize the default email content for major documents sent to your customers:

• Quote

• Invoice

• Change Order

• Document Reminders (related to the three documents above)

This feature allows you to centrally manage and edit the default messages that go out to your customers. You can also use dynamic tags such as [amount], [client_name], etc., which will automatically populate with the correct information based on the project and document.

Additionally, your company name now appears clearly in your customers’ inboxes—instead of "Billdr"—making communication feel more personalized.

More improvements are on the way, including:

• The ability to edit email content for each invoice or change order (as you can already do with quotes)

• Displaying your company name across all communication, replacing "Billdr" on top of the 3 documents mentioned above.

Let us know what you think of this update and what’s coming next!