--- title: How Do I Edit the Email Settings and Templates for My Estimates? description: Learn how to CC and BCC team members and customize the email content sent with your financial documents in the New Sales Experience. --- [Skip to content](https://support.jobnimbus.com/how-do-i-edit-the-email-settings-and-templates-nse#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Settings](https://support.jobnimbus.com/settings?hsLang=en) 3. [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) # How Do I Edit the Email Settings and Templates for My Estimates? ## Learn how to CC and BCC team members and customize the email content sent with your financial documents in the New Sales Experience. This article covers email settings for Estimates and other financial documents sent through the New Sales Experience. Emails sent from a Job, from an Automation, or with the **Send Invoice** option use your account's email templates instead. Check out [how to create and edit a document or email template](https://support.jobnimbus.com/how-do-i-create-and-edit-a-document-or-email-template?hsLang=en) to change those emails. #### On This Page - [Updating Email Settings](https://support.jobnimbus.com/how-do-i-edit-the-email-settings-and-templates-nse#update) - [Setting CC and BCC Recipients](https://support.jobnimbus.com/how-do-i-edit-the-email-settings-and-templates-nse#cc-bcc) - [Who Estimate Emails Come From and Where Replies Go](https://support.jobnimbus.com/how-do-i-edit-the-email-settings-and-templates-nse#from-and-replies) - [Editing Email Templates](https://support.jobnimbus.com/how-do-i-edit-the-email-settings-and-templates-nse#temp) ### Updating Email Settings **Note:** In order to update Email settings in the New Sales Experience, **you must have Account Settings access.** If you do not see the option for Email Settings, it means that *you do not have access*. If you feel that you should have access to this, please reach out to your account admin to have them update your [Access Profile.](https://support.jobnimbus.com/can-i-give-my-team-members-different-access-permissions-in-jobnimbus?hsLang=en) - To update your Estimate email settings, select the **Estimate Settings** option from your account's **Settings menu.** - *Or* go to the **Financials tab** under *any* Job and then select the **gear icon** next to the Add Estimate button. ![Job #1089 953 S Vine St JobNimbus 2024-03-22 at 9.26.14 PM](https://support.jobnimbus.com/hs-fs/hubfs/Job%20%231089%20953%20S%20Vine%20St%20JobNimbus%202024-03-22%20at%209.26.14%20PM.jpg?width=550&height=100&name=Job%20%231089%20953%20S%20Vine%20St%20JobNimbus%202024-03-22%20at%209.26.14%20PM.jpg) - Then, select the **Email Settings** tab. ![Settings JobNimbus 2024-03-27 at 6.08.26 PM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-27%20at%206.08.26%20PM.jpg?width=500&height=225&name=Settings%20JobNimbus%202024-03-27%20at%206.08.26%20PM.jpg) --- ### Setting CC and BCC Recipients This feature enables you to automatically include team members as CC and BCC recipients in the emails sent with financial documents in the New Sales Experience. - To update who is CC'd or BCC'd, select the **down arrow button**  on the right side of the the **Email Addresses** option. - Click on the **Add CC Address** or the **Add BCC Address** option. ![Settings JobNimbus 2024-03-27 at 6.08.59 PM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-27%20at%206.08.59%20PM.jpg?width=500&height=187&name=Settings%20JobNimbus%202024-03-27%20at%206.08.59%20PM.jpg) - Add the email address you want to CC or BCC. Then, choose whether you want the recipient to receive **all emails** sent through the New Sales Experience, or **only when an Estimate is signed.** ![Settings JobNimbus 2024-03-27 at 6.09.45 PM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-27%20at%206.09.45%20PM.jpg?width=400&height=217&name=Settings%20JobNimbus%202024-03-27%20at%206.09.45%20PM.jpg) **Tips:** - **You only need to add an email address once**, either as a CC or BCC recipient. It is not recommended to add an email address to both as this will cause duplicate emails to be sent to that email address. - **The person sending the email will automatically be CC'd on the email**, so there is no need to add them in the CC or BCC option. - **There is *not* a way to remove the sender as a CC.** - **CC and BCC recipients apply to every Estimate email** sent through the New Sales Experience, not to one Estimate at a time. To include someone on a single Estimate, add them as a recipient when you select **Send for Signing**. - This feature specifically pertains to **email** **templates** and does not affect notification emails. Initial Open and Click notifications go only to the job's assigned Sales Rep, not to CC or BCC recipients. For further details on other notification types, refer to the [notification settings section.](https://support.jobnimbus.com/where-can-i-enable-email-notifications-for-estimates?hsLang=en) --- ### **Who Estimate Emails Come From and Where Replies Go** Estimate emails sent through the New Sales Experience come from **notification@sumoquote.com**. There isn't a setting to change this address. The person who sends the Estimate is automatically CC'd on the Estimate email. When your customer replies to an Estimate email, the reply goes to that person's own email inbox. It doesn't appear in the Job's Activity, and there isn't a setting to change where Estimate replies go. If you're expecting a reply and don't see it, check your spam or junk folder. To add a customer's reply to the Job's Activity, forward it from your inbox: 1. Forward the customer's reply to your company's JobNimbus email address (for example, yourcompany@jobnimbusmail.com). 2. Add the Job number to the subject line in brackets, such as \[Job #1234\]. 3. Send the email. To add the reply to a Contact instead, use the Contact number, such as \[Contact #1234\]. Attachments don't carry over when you forward an email, so upload any files from the customer's reply to the Job's **Documents** tab. Check out [how to forward an email from your personal inbox to a record in JobNimbus](https://support.jobnimbus.com/can-i-forward-an-email-from-my-personal-inbox-to-a-contacts-record-in-jobnimbus?hsLang=en) for more detail. Emails you send from a Job in JobNimbus work differently: customer replies to those emails go to the Job's Activity. Check out [how email reply notifications work](https://support.jobnimbus.com/when-my-contact-replies-to-an-email-that-has-been-sent-from-jobnimbus-who-is-notified?hsLang=en) to choose who is notified of those replies. --- ### Editing Email Templates **Email templates** come premade in your  Estimate settings, but you can customize them to meet your preferences. - To access the **Email Templates** section, select the **down arrow button**  on the right side of the the Email Templates option. - Then, select the **pencil icon** next to the template that you would like to edit. ![Settings JobNimbus 2024-03-27 at 6.10.19 PM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-27%20at%206.10.19%20PM.jpg?width=500&height=381&name=Settings%20JobNimbus%202024-03-27%20at%206.10.19%20PM.jpg) This will bring up an edit screen. Here, you can: ![Settings JobNimbus 2024-03-27 at 6.10.59 PM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-27%20at%206.10.59%20PM.jpg?width=550&height=272&name=Settings%20JobNimbus%202024-03-27%20at%206.10.59%20PM.jpg)  1. **Subject Line** - Type in the **Subject Line text box** to make the subject lline more personalized to your business and your customers. 2. **Body** - Customize the body of your email by typing in the **Body text box**. You can also edit the appearance of the text by utilizing the font editing options. 1. You can also click the **Insert token** button to insert Contact and Job details by selecting the option you want from the drop down shown below. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jan-14-2025-08-17-17-8840-PM.png?width=502&height=328&name=image-png-Jan-14-2025-08-17-17-8840-PM.png) 3. **Button Text** - Customize the **button text** (the text displayed on the button your customer clicks to review and sign the document) to provide clear instructions for your customer on what action to take when they see the button. 4. **Attach PDF** - In the "Sent for Signature" email template *only,* you can **check or uncheck** this option to attach your Estimate to the email as a PDF. 1. You may choose to uncheck the Attach PDF option to encourage your customer to click on the Review and Sign Quote button instead of just viewing the attachment. 5. **Preview** - The preview feature enables you to preview how the email template will appear to the customer when it is sent to them. **Note:** Documents over **5MB** will not appear as an attached PDF but instead will show as a **"click here"** link below the review and sign button.    - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#communications) - [Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#photos) - [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#main-content) - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#syncing-your-calendar) - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#your-calendar) - [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks) - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#record-scheduling) - [Financials](https://support.jobnimbus.com/financials?hsLang=en#main-content) - [Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates) - [Invoices](https://support.jobnimbus.com/financials?hsLang=en#invoices) - [Work Orders](https://support.jobnimbus.com/financials?hsLang=en#work-orders) - [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders) - [Margin and Markup](https://support.jobnimbus.com/financials?hsLang=en#margin-and-markup) - [Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services) - [Taxes](https://support.jobnimbus.com/financials?hsLang=en#taxes) - [Measurements](https://support.jobnimbus.com/financials?hsLang=en#measurements) - [Profit Tracker](https://support.jobnimbus.com/financials?hsLang=en#profit-tracker) - [Payments](https://support.jobnimbus.com/financials?hsLang=en#payments) - [Credit Memos](https://support.jobnimbus.com/financials?hsLang=en#credit-memos) - [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing) - [Reports](https://support.jobnimbus.com/reports?hsLang=en#main-content) - [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights) - [Classic Reports](https://support.jobnimbus.com/reports?hsLang=en#classic-reports) - [Built-in Reports](https://support.jobnimbus.com/reports?hsLang=en#built-in-reports) - [Analytics](https://support.jobnimbus.com/reports?hsLang=en#analytics) - [Settings](https://support.jobnimbus.com/settings?hsLang=en#main-content) - [General Settings](https://support.jobnimbus.com/settings?hsLang=en#general-settings) - [Company Info](https://support.jobnimbus.com/settings?hsLang=en#company-info) - [Team](https://support.jobnimbus.com/settings?hsLang=en#team) - [Groups](https://support.jobnimbus.com/settings?hsLang=en#groups) - [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) - [Workflows](https://support.jobnimbus.com/settings?hsLang=en#workflows) - [Templates](https://support.jobnimbus.com/settings?hsLang=en#templates) - [Forms](https://support.jobnimbus.com/settings?hsLang=en#forms) - [Subscription](https://support.jobnimbus.com/settings?hsLang=en#subscription) - [Mobile Settings](https://support.jobnimbus.com/settings?hsLang=en#mobile-settings) - [Account Switcher](https://support.jobnimbus.com/settings?hsLang=en#account-switcher) - [Automations](https://support.jobnimbus.com/automations?hsLang=en#main-content) - [Event-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#event-based-automations) - [Time-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#time-based-automations) - [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes) - [Engage](https://support.jobnimbus.com/engage?hsLang=en#main-content) - [Set-Up](https://support.jobnimbus.com/engage?hsLang=en#set-up) - [Usage](https://support.jobnimbus.com/engage?hsLang=en#usage) - [AssistAI](https://support.jobnimbus.com/assistai?hsLang=en) - [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing?hsLang=en) - [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#main-content) - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#account-set-up) - [Usage](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#usage) - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#fees-and-transactions) - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#tracking-and-reporting) - [QuickBooks](https://support.jobnimbus.com/quickbooks?hsLang=en#main-content) - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks?hsLang=en#general-quickbooks-info) - [QuickBooks Online](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-online) - [Accounting Sync](https://support.jobnimbus.com/quickbooks?hsLang=en#accounting-sync) - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-desktop) - [Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#main-content) - [ABC Supply](https://support.jobnimbus.com/suppliers?hsLang=en#abc-supply) - [QXO](https://support.jobnimbus.com/suppliers?hsLang=en#qxo) - [SRS Distribution](https://support.jobnimbus.com/suppliers?hsLang=en#srs-distribution) - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#third-party-suppliers) - [Integrations](https://support.jobnimbus.com/integrations?hsLang=en#main-content) - [API](https://support.jobnimbus.com/integrations?hsLang=en#api) - [Angi](https://support.jobnimbus.com/integrations?hsLang=en#angi) - [ArcSite](https://support.jobnimbus.com/integrations?hsLang=en#arcsite) - [BirdEye](https://support.jobnimbus.com/integrations?hsLang=en#birdeye) - [CompanyCam](https://support.jobnimbus.com/integrations?hsLang=en#companycam) - [EagleView](https://support.jobnimbus.com/integrations?hsLang=en#eagleview) - [Get The Referral](https://support.jobnimbus.com/integrations?hsLang=en#get-the-referral) - [Global Payments](https://support.jobnimbus.com/integrations?hsLang=en#global-payments) - [HailTrace](https://support.jobnimbus.com/integrations?hsLang=en#hailtrace) - [Hover](https://support.jobnimbus.com/integrations?hsLang=en#hover) - [Leap](https://support.jobnimbus.com/integrations?hsLang=en#leap) - [mySalesman](https://support.jobnimbus.com/integrations?hsLang=en#mysalesman) - [naturalForms](https://support.jobnimbus.com/integrations?hsLang=en#naturalforms) - [Podium](https://support.jobnimbus.com/integrations?hsLang=en#podium) - [RoofScope](https://support.jobnimbus.com/integrations?hsLang=en#roofscope) - [SalesRabbit](https://support.jobnimbus.com/integrations?hsLang=en#salesrabbit) - [Simplii](https://support.jobnimbus.com/integrations?hsLang=en#simplii) - [Solo](https://support.jobnimbus.com/integrations?hsLang=en#solo) - [Spotio](https://support.jobnimbus.com/integrations?hsLang=en#spotio) - [SumoQuote](https://support.jobnimbus.com/integrations?hsLang=en#sumoquote) - [Sunlight Financial](https://support.jobnimbus.com/integrations?hsLang=en#sunlight-financial) - [Toolsey](https://support.jobnimbus.com/integrations?hsLang=en#toolsey) - [Wisetack](https://support.jobnimbus.com/integrations?hsLang=en#wisetack) - [Xactimate](https://support.jobnimbus.com/integrations?hsLang=en#xactimate) - [Zapier](https://support.jobnimbus.com/integrations?hsLang=en#zapier) - [Additional Resources](https://support.jobnimbus.com/additional-resources?hsLang=en#main-content) - [General](https://support.jobnimbus.com/additional-resources?hsLang=en#general) - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources?hsLang=en#sales-and-financial-information) - [Backing up data](https://support.jobnimbus.com/additional-resources?hsLang=en#backing-up-data) - [App Status](https://support.jobnimbus.com/app-status?hsLang=en) - [Suggestions](https://support.jobnimbus.com/suggestions?hsLang=en) - [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#main-content) - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-estimates) - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-invoices) - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-material-orders) - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-budgets) - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-mobile) - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-integrations) - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-jobs-and-contacts) - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-subscriptions) - [Analytics](https://support.jobnimbus.com/analytics?hsLang=en) [![JN\_Logo\_Long-White@1x](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?width=241&height=31&name=JN_Logo_Long-White@1x.png "JN_Logo_Long-White@1x")](http://www.jobnimbus.com) JobNimbus Help Center Copyright © 2025, JobNimbus