Edit the email your customer gets when you send an estimate or invoice, the footer on every PDF, and the wording on the approval page. Save your defaults once. Tweak any single send before it goes out. An AI Writer drafts the first version and learns how you write.
These are the customer-facing messages your estimates and invoices send. Each one is a surface you can rewrite in your own voice.
The email a customer gets when you send an estimate to approve. Both the subject line and the body are yours to edit.
The email that goes out with an invoice. When Stripe is connected, it carries a "Pay Invoice" link and attaches the PDF.
The footer printed at the bottom of every estimate PDF — terms, a thank-you line, whatever you want every estimate to say.
The footer printed at the bottom of every invoice PDF — payment terms, remittance details, your own closing note.
The page your customer lands on to approve an estimate. You control the intro text, the footer, and even the label on the Accept button.
One saved default per surface. Leave a surface alone and BDB's built-in wording is used — nothing changes until you decide to make it yours.
Set your defaults once. After that, every estimate and invoice you send pre-fills from them — and you can still tweak any single send.
Open Communication Templates in Admin. Each surface gets its own card. Click + New Template and give it a name you'll recognize — "Friendly," "Final Notice."
Click a labeled chip to insert {customer_name}, {company_name}, {estimate_total}, {invoice_amount}, {due_date}, or {approval_url}. They fill in automatically when the message goes out.
Describe what you want in a sentence — "a warm first-time-customer estimate email that mentions our 1-year warranty" — and the AI Writer writes the subject and body. It learns your company's voice from the templates you keep.
When you click Send to Client, the subject and body pre-fill from your default. Edit that one send, or pick a different saved template — without changing your default.
Most field tools have plain email templates. The difference here is the AI Writer, the merge tags, and the fact that none of it is gated behind a higher tier.
Every surface, the AI Writer, merge tags, and message snippets come with your subscription. No premium add-on, no feature you have to upgrade to reach.
Every draft you accept or edit teaches it. After a few, it refreshes an inferred "writing voice" that seeds the next draft — so the suggestions start sounding like you, not a stock template.
Names, totals, due dates, and approval links fill themselves in at send time. Write the message once; it personalizes itself for every customer.
Defaults pre-fill the send, but you can tweak the wording for one customer or swap in another saved template — and your default stays put. Reusable Message Snippets live on the same page for the phrases you paste all the time.
The questions owners and office managers ask before they touch the editor.
/admin/templates). Reusable Message Snippets live on the same page.The five editable surfaces and Message Snippets (left), and the template editor with merge-tag chips and the AI Writer (right). Click either screenshot to enlarge.
Communication Templates — merge tags, the AI Writer, and message snippets — is included with every BDB Project Tools subscription. No add-on, no tier to upgrade to.
Founder's Pricing: $69/mo for 20 users. Retail $149/mo. All features included. Founder's rate locked when you sign up before June 30, 2026.