You can set an internal notification email address to receive an email whenever a customer accepts a Pitcherbook quote. You can also customise the message customers see after accepting their quote. How to Add Your Internal Notification Email Open the ...
Quote Notes are displayed just before the Customer Signature and can be edited via general settings. The Quote Notes section allows you to add standard information that will appear on your Pitcherbook quotes. You can use this section to include: A ...
On Primary Product bundles, customer-facing descriptions allow you to customise how a product appears in the Picture Book without changing the original product description. Instead of displaying the standard supplier or system description, you can ...
Learn how to generate a personalised email template for your Pitcherbook quotes. Steps Open the Burdi App in ServiceM8. Click Settings. Select General Settings. Scroll down to the Email section. Click Customise for my Business at the bottom of the ...