Workiz

In this article, you will learn how to customize the default greeting message when sending estimates, invoices, work orders, and other custom documents in Workiz.

To learn more about how to customize the documents themselves, <a href="https://help.workiz.com/en/articles/2216024-customizing-estimate-invoice-and-work-order-templates">please see this article</a>.

How to customize the default greeting message for documents

From the navigation bar, select Settings &gt; Settings

Under General settings, select Documents

Select the document you want to customize the greeting message for

Under Email message, edit the text as desired and select Save

1. From the navigation bar, select Settings &gt; Settings
 
2. Under General settings, select Documents
 
 
3. Select the document you want to customize the greeting message for
 
 
4. Select Email options
 
 
5. Under Email message, edit the text as desired and select Save 
 
 
 
6. Select Save

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/2216024-customizing-estimate-invoice-and-work-order-templates">Customizing estimate, invoice, and work order templates</a>

<a href="https://help.workiz.com/en/articles/4052877-how-to-create-a-custom-document-from-scratch">How to create a custom document from scratch</a>

<a href="https://help.workiz.com/en/articles/6338798-generating-and-sending-custom-documents">Generating and sending custom documents</a>

- <a href="https://help.workiz.com/en/articles/2216024-customizing-estimate-invoice-and-work-order-templates">Customizing estimate, invoice, and work order templates</a>
- <a href="https://help.workiz.com/en/articles/4052877-how-to-create-a-custom-document-from-scratch">How to create a custom document from scratch</a>
- <a href="https://help.workiz.com/en/articles/6338798-generating-and-sending-custom-documents">Generating and sending custom documents</a>

Learn how to customize the template messages when sending estimates, invoices, work orders, and custom documents in Workiz.