Docs Navigation
Edit Before Sending

Your personal touch, every time

Sometimes the draft in your spreadsheet needs a small update before it goes out. QubrixMail makes editing quick and easy — right before you approve.

When would you edit an email?

✍️Add a personal touch for a specific client
🔢Update an invoice amount or changed detail
💬Adjust the tone for a sensitive situation
🔍Fix a typo spotted in the original message

How to edit an email

01

Open your Approval Email

When you receive the approval notification in your inbox, click Edit Before Sending instead of Approve.

02

Review the Draft

The approval page opens in your browser showing the full email — subject line, recipient, and message body.

03

Make Your Changes

Click into the subject or message area and type your edits directly. Changes are held while you're on the page.

04

Send the Edited Version

When you're happy with the content, click Approve & Send. The updated email goes out to your client.

Important things to know

Your edits only affect this one email. The original data in your uploaded file stays completely unchanged.

If you close the page without sending, the email stays in Pending state. You can come back to it at any time.

Editing from the Dashboard

You don't have to wait for the approval email

1Go to Follow-ups in the left menu
2Find the email you want to edit (status: Pending Approval)
3Click Edit
4Make your changes and click Send

Next Step

Email Delivery Setup

Continue

Can't find what you need?

Visit our Help Centre or contact the support team — we respond within one business day.