> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/email-and-communication/email-settings/automatic-emails.md).

# Automatic Emails

Customize automatic email templates that send when estimates are accepted, declined, payments received, or events are booked or cancelled.

Automatic emails send when customers take specific actions. They apply to everyone on your account. Make use of placeholders to add extra customization to your emails.

## Edit automatic emails

1\. Select the person icon, then go to **Account Settings** → **Communications** → **Email Templates**.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-bc6287766ed4eabfd17b82cf86cb108afad57978%2F1677819077_00a1760d844359553ed1cd7b5d7f?alt=media" alt="Screenshot showing the navigation to Account Settings > Communications > Email Templates"><figcaption></figcaption></figure>

2\. Under **Emails Sent Automatically**, select the template you want to edit.

3\. Update the subject line or message, then save your changes. Click the ![Placeholder icon](https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-1237f41c7c5d3328e9bb735a0fc4e6ea61f83af6%2FScreenshot%202026-08-20%20at%204.14.07%E2%80%AFPM.png?alt=media) to add placeholders that will pull information from your estimate/invoice on send.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-bcf51e4f7941bd43492c90536390bae4305256c3%2FScreenshot%202026-08-20%20at%204.24.13%E2%80%AFPM.png?alt=media" alt="Screenshot showing the Emails Sent Automatically section with available email templates"><figcaption></figcaption></figure>

## Available automatic emails

These templates send when the following events occur:

* **Estimate Accepted** — An estimate is accepted.
* **Estimate Declined** — An estimate is declined.
* **Payment Received** — A payment is received.
* **Payment Refunded** — A payment is refunded.
* **Payment Failed** — A payment fails.

The following emails are available with the [Operations add-on](/support/operations/crm.md).

* **Lead Form Submitted** — A lead form is submitted.
* **Event Confirmation** — An event is booked.
* **Event Reminder - 1 Day** — One day before an event.
* **Event Reminder - 1 Hour** — One hour before an event.
* **Event Canceled** — An event is canceled.

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Create an Email Template</strong></td><td>Create reusable email templates for estimates, invoices, and work orders with placeholders that auto-populate customer information.</td><td><a href="/support/email-and-communication/email-settings/how-to-create-an-email-template.md">Create an Email Template</a></td></tr><tr><td><strong>Auto Follow-Ups</strong></td><td>Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.</td><td><a href="/support/email-and-communication/email-settings/auto-follow-ups.md">Auto Follow-Ups</a></td></tr><tr><td><strong>Automatic Thank You Emails</strong></td><td>Configure automatic thank you emails to be sent when customers accept or decline estimates, with customizable subject lines and body content.</td><td><a href="/support/email-and-communication/email-settings/automatic-thank-you-emails.md">Automatic Thank You Emails</a></td></tr><tr><td><strong>Payment Emails</strong></td><td>Customize automatic emails for received, processing, failed, and refunded payments.</td><td><a href="/support/email-and-communication/email-settings/payment-received-emails.md">Payment Emails</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.paintscout.com/support/email-and-communication/email-settings/automatic-emails.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.