Difference between revisions of "Email templates"

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__FORCETOC__
 
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You can create your own quote, multi-quote, and client invoice email templates in different languages.
 
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=='''Quote templates'''==
 
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To set up your quote email template, go to '''Settings → Email templates → Quote templates''':
 
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[[File:Quote templates menu.png|border|300px]]
 
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Press the '''"New template"''' button:
 
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[[File:Quote new template.png|border|900px]]
 
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Enter the name and press '''"Create"''':
 
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[[File:2 Quote email template.png|border|600px]]
 
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Here you can see the option to update the quote template for 18 different languages: Bulgarian, Chinese, Danish, Dutch, English, French, German, Greek, Italian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish, Swedish, Turkish, Ukrainian.
 
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You can update the '''Email subject and the Email body text''' for each of this language by pressing the '''"Update"''' button in the corresponding language line:
 
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[[File:4 Update quote template.png|border|900px]]
 
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The following variables can be used in email subject and body:
 
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*'''{SENDER_NAME}''' - full name of the manager sending the quote;
 
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*'''{RECIPIENT_NAME}''' - full name of the contact or primary user of the client receiving the quote;
 
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*'''{QUOTE_CODE}''' - the quote code;
 
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*'''{QUOTE_TOTAL}''' - the quote total amount and currency;
 
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*'''{QUOTE_DEADLINE}''' - the quote deadline;
 
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*'''{QUOTE_LEGAL_ENTITY}''' - the name of the legal entity associated with the quote.
 
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Edit the subject, text, and press '''"Update"''':
 
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[[File:5 uodate the quote template.png|border|900px]]
 
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The system will use the correspondent template translation based on the [[Client default settings#PDF locale of quotes and client invoices|PDF locale defined in the client's profiles]] or the default PDF locale defined in your account:
 
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[[File:PDF lovale for quote email template.png|border|900px]]
 
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[[File:Default setting locale.png|border|900px]]
 
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If you create more than 1 quote email templates, every time you send a quote to your clients, you will need to choose the needed template from the drop-down list:
 
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[[File:Template 2.png|border|900px]]
 
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=='''Multi-quotes templates'''==
 
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To set up your multi-quote email template, go to '''Settings → Email templates → Multi-quote templates''':
 
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[[File:5 multi-quote email template.png|border|300px]]
 
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Press the '''"New template"''' button:
 
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[[File:1 multi quote email template.png|border|900px]]
 
−
 
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Enter the name and press '''"Create"''':
 
−
 
−
[[File:2 multi-quote email template.png|border|600px]]
 
−
 
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Here you can see the option to update the multi-quote template for 18 different languages: Bulgarian, Chinese, Danish, Dutch, English, French, German, Greek, Italian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish, Swedish, Turkish, Ukrainian.
 
−
 
−
You can update the Email subject and Email body text for each of this language by pressing the '''"Update"''' button in the corresponding language line:
 
−
 
−
[[File:3 multi-quote email template.png|border|900px]]
 
−
 
−
The following variables can be used in email subject and body:
 
−
 
−
*'''{SENDER_NAME}''' - full name of the manager sending the multi-quote;
 
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*'''{RECIPIENT_NAME}''' - full name of the contact or primary user of the client receiving the multi-quote;
 
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*'''{QUOTE_CODE}''' - the multi-quote code;
 
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*'''{QUOTE_LEGAL_ENTITY}''' - the name of the legal entity associated with the multi-quote.
 
−
 
−
Edit the subject, text, and press '''"Update"''':
 
−
 
−
[[File:4 multi-quote email template.png|border|900px]]
 
−
 
−
The system will use the correspondent template translation based on the [[Client default settings#PDF locale of quotes and client invoices|PDF locale defined in the client's profiles]] or the default PDF locale defined in your account:
 
−
 
−
[[File:PDF lovale for quote email template.png|border|900px]]
 
−
 
−
[[File:Default setting locale.png|border|900px]]
 
−
 
−
If you create more than 1 multi-quote email templates, every time you send a multi-quote to your clients, you will need to choose the needed template from the drop-down list:
 
−
 
−
[[File:Multi-quote send options.png|border|900px]]
 
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=='''Client invoice template'''==
 
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To set up your client invoice email template, go to '''Settings → Email templates → Client invoice templates''':
 
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[[File:1 client invoice template.png|border|300px]]
 
−
 
−
Press the '''"New template"''' button:
 
−
 
−
[[File:2 client invoice template.png|border|900px]]
 
−
 
−
Enter the name and press '''"Create"''':
 
−
 
−
[[File:3 client invoice template.png|border|600px]]
 
−
 
−
Here you can see the option to update the client invoice template for 18 different languages: Bulgarian, Chinese, Danish, Dutch, English, French, German, Greek, Italian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish, Swedish, Turkish, Ukrainian.
 
−
 
−
You can update the Email subject and Email body text for each of this language by pressing the '''"Update"''' button in the corresponding language line:
 
−
 
−
[[File:4 client invoice template.png|border|900px]]
 
−
 
−
The following variables can be used in email subject and body:
 
−
 
−
*'''{SENDER_NAME}''' - full name of the manager sending the invoice;
 
−
*'''{RECIPIENT_NAME}''' - full name of the contact or primary user of the client receiving the invoice;
 
−
*'''{CLIENT_NAME}''' - name of the client receiving the invoice;
 
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*'''{INVOICE_CODE}''' - the invoice code;
 
−
*'''{INVOICE_LEGAL_ENTITY}''' - the name of the legal entity associated with the invoice.
 
−
 
−
Edit the subject, text, and press '''"Update"''':
 
−
 
−
[[File:5 client invoice template.png|border|900px]]
 
−
 
−
The system will use the correspondent template translation based on the [[Client default settings#PDF locale of quotes and client invoices|PDF locale defined in the client's profiles]] or the default PDF locale defined in your account:
 
−
 
−
[[File:PDF lovale for quote email template.png|border|900px]]
 
−
 
−
[[File:Default setting locale.png|border|900px]]
 
−
 
−
If you create more than 1 client invoice email templates, every time you send an invoice to your clients, you will need to choose the needed template from the drop-down list:
 
−
 
−
[[File:Client invoice template send.png|border|900px]]
 
−
 
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----
 
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<span style="color:red">Features described below will be available with the forthcoming system release.</span>
 
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__FORCETOC__
 
__FORCETOC__
 
You can create your own quote, multi-quote, and client invoice email templates.
 
You can create your own quote, multi-quote, and client invoice email templates.
Line 138: Line 5:
  
 
[[File:Email templates1.png|border|300px]]
 
[[File:Email templates1.png|border|300px]]
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You can clone, update or delete the templates:
 
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[[File:Quote email template (clone, update, delete).png|border|1000px]]
 
  
 
=='''Quote templates'''==
 
=='''Quote templates'''==
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<span style="color:red">Features described below will be available with the forthcoming system release.</span>
 
  
 
To create the quote email template, go to '''Settings → Email templates → Quote templates''':
 
To create the quote email template, go to '''Settings → Email templates → Quote templates''':
Line 179: Line 40:
  
 
=='''Multi-quotes templates'''==
 
=='''Multi-quotes templates'''==
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<span style="color:red">Features described below will be available with the forthcoming system release.</span>
 
  
 
To create your multi-quote email template, go to '''Settings → Email templates → Multi-quote templates''':
 
To create your multi-quote email template, go to '''Settings → Email templates → Multi-quote templates''':
Line 210: Line 69:
  
 
=='''Client invoice template'''==
 
=='''Client invoice template'''==
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−
<span style="color:red">Features described below will be available with the forthcoming system release.</span>
 
  
 
To create the client invoice email template, go to '''Settings → Email templates → Client invoice templates''':
 
To create the client invoice email template, go to '''Settings → Email templates → Client invoice templates''':
Line 242: Line 99:
  
 
[[File:Client invoice template send.png|border|1000px]]
 
[[File:Client invoice template send.png|border|1000px]]
 +
 +
=='''Clone, update or delete templates'''==
 +
 +
You can clone, update or delete the templates by clicking the corresponding buttons:
 +
 +
[[File:Quote email template (clone, update, delete).png|border|1000px]]

Latest revision as of 13:16, 15 August 2022

You can create your own quote, multi-quote, and client invoice email templates.

To create an email template, go to Settings → Email templates:

Email templates1.png

Quote templates

To create the quote email template, go to Settings → Email templates → Quote templates:

Email templates.png

Click the "New template" button:

New quote email template.png

Fill in the fields and click "Create":

New quote email templates.png

  • Name — the name of the template;
  • Email subject — the headline of an email;
  • Email body — the text of an email.

The following variables can be used in the email subject and body:

  • {SENDER_NAME} - full name of the manager sending the quote;
  • {RECIPIENT_NAME} - full name of the contact or primary user of the client receiving the quote;
  • {QUOTE_CODE} - the quote code;
  • {QUOTE_LEGAL_ENTITY} - the name of the legal entity associated with the quote;
  • {QUOTE_NAME} - the quote name;
  • {QUOTE_DESCRIPTION} - the quote description;
  • {QUOTE_TOTAL} - the quote total amount and currency;
  • {QUOTE_DEADLINE} - the quote deadline;

If you create more than one quote email template, every time you send a quote to your clients, you will need to choose the needed template from the drop-down list:

Template 2.png

Multi-quotes templates

To create your multi-quote email template, go to Settings → Email templates → Multi-quote templates:

Email templates - multi-quote templates.png

Click "New template" button:

New multiquote email templates.png

Fill in the fields and click "Create":

New multi-quote template2.png

  • Name — the name of the template;
  • Email subject — the headline of an email;
  • Email body — the text of an email.

The following variables can be used in the email subject and body:

  • {SENDER_NAME} - full name of the manager sending the multi-quote;
  • {RECIPIENT_NAME} - full name of the contact or primary user of the client receiving the multi-quote;
  • {QUOTE_CODE} - the multi-quote code;
  • {QUOTE_LEGAL_ENTITY} - the name of the legal entity associated with the multi-quote.

If you create more than one multi-quote email template, every time you send a multi-quote to your clients, you will need to choose the needed template from the drop-down list:

Multi-quote send options.png

Client invoice template

To create the client invoice email template, go to Settings → Email templates → Client invoice templates:

Email templates - client invoice templates.png

Click the "New template" button:

New client invoice template.png

Fill in the fields and click "Create":

New client invoice template2.png

  • Name — the name of the template;
  • Email subject — the headline of an email;
  • Email body — the text of an email.

The following variables can be used in the email subject and body:

  • {SENDER_NAME} - full name of the manager sending the invoice;
  • {RECIPIENT_NAME} - full name of the contact or primary user of the client receiving the invoice;
  • {CLIENT_NAME} - name of the client receiving the invoice;
  • {INVOICE_CODE} - the invoice code;
  • {INVOICE_LEGAL_ENTITY} - the name of the legal entity associated with the invoice.

If you create more than one client invoice email template, every time you send an invoice to your clients, you will need to choose the needed template from the drop-down list:

Client invoice template send.png

Clone, update or delete templates

You can clone, update or delete the templates by clicking the corresponding buttons:

Quote email template (clone, update, delete).png

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