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Step 1

Click Admin/Quote Settings in nav bar



Step 2

Click Email on left


Step 3

Type emails to always be CC'd or BCC'd when a Quote is emailed and click + button



Step 4

If you want to remove emails that were already added, click the X


Step 5

Edit email template subject, body, closing, and click save button in bottom right



Note

Click the variables button to see values that can be injected into templates



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