The 2014 version of QuickBooks brought some great changes to the way you can email documents to your customers from within QuickBooks. With earlier versions of the software, there were few customization options in terms of fonts, signatures, attachments, etc.
When emailing documents in the QuickBooks 2014, you have the ability to set up a number of different templates to use for each transaction type, select your default templates, change your text on the fly, grab any other documents from your hard drive you may want to attach, and more.
Additionally, a list of your sent emails is included on each Customer record so there is no more second-guessing what you sent and when. The new Email History tab displays the list for you!
QuickBooks 2014 made great strides in this area, and we are pleased with what we see!
