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Company Messages

Configure default messages used throughout the system.

Overview​

Company Messages allow you to set up standard text that appears in various places throughout Readybuild, such as email signatures, contract terms, and proposal disclaimers.

Accessing This Setting​

  1. Go to Settings > My Company > Company Messages

Configuration Options​

Message Types​

  • Email Signature - Default signature for outgoing emails
  • Proposal Introduction - Opening text for estimates/proposals
  • Proposal Terms - Standard terms and conditions
  • Contract Terms - Legal terms for contracts
  • Invoice Notes - Default notes on invoices
  • Thank You Message - Sent after contract signing

Customization​

  • Use merge fields to personalize messages
  • Format with basic styling (bold, lists, etc.)
  • Create multiple versions for different purposes

Using Company Messages​

Messages are automatically inserted into:

  • Email communications
  • Generated proposals and estimates
  • Contracts and agreements
  • Invoices and statements