Automate the “Thank You” Email

Send your customer a personal note as soon as they accept an eBid without stopping what you’re doing.


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How to Use the eBid Thank You feature:

  1. Select the client, then the job 
  2. Enter the estimate and send the eBid
  3. Click SETTINGS
  4. Check the SEND THANK YOU box
  5. Type a message in the box below
  6. Click DONE

This Thank You email will automatically be sent to the customer when the customer accepts the eBid.

 

You can make the Thank You email part of every eBid by editing the eBid Template!

 

How to Edit the eBid Template:

  1. Select SETTINGS >> MISC >> eBID TEMPLATES
  2. Choose the eBid you want to edit
    Note: You cannot edit the templates with lock symbols next to them. If you’ve been using the “Basic eBid” template, you’ll have to copy it and rename it before you can edit the settings. To do that, click CUSTOMIZE
  3. Click EDIT
  4. Check the SEND THANK YOU box
  5. Type a generic message in the box below
  6. Click DONE

Every time you use this eBid template, the Thank You email will be ready to go.


Want to learn how to write a great Thank You email?

Check out this blog post


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