- Navigate to the “Sites” tab.
- Under “Email and Contact,” choose the formats you would like for Checkout, Quote, Email and Print formats. NOTE: Depending on your subscription level, you may not have access to certain fields (for example, Checkout is a Pro feature).
- When a value has been updated, the “PREVIEW” button will change from gray to a highlighted color. Click this button to view what changes will look like in your configurator.
- Review your configurator pop-up to confirm that your changes are shown.
- Close the preview, and if you are happy with your changes, click the “PUBLISH” button.
- Your changes are now live on your site!
Below is an outline of the different options we provide for emails of saved designs from your IdeaRoom configurator:
Summary Format
A basic design to provide a snapshot of user’s choices with a focus on building images.
Invoice Format
The invoice format is designed for a professional, sales-forward look. The purpose of this format is to enable clients to convert the saved design into a sale complete with space for signatures & terms and conditions.
