Difference between revisions of "Email templates"

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You can set up your own quote, multi-quote, and client invoice email templates.
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You can set up your different quote, multi-quote, and client invoice email templates in different languages.
  
 
=='''Quote templates'''==
 
=='''Quote templates'''==
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To set up your quote email template, go to '''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 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]].
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[[File:PDF lovale for quote email template.png|border|900px]]
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=='''Multi-quotes templates'''==
 
=='''Multi-quotes templates'''==
  
 
=='''Client invoice template'''==
 
=='''Client invoice template'''==

Revision as of 16:15, 2 February 2021

You can set up your different quote, multi-quote, and client invoice email templates in different languages.

Quote templates

To set up your quote email template, go to Email templates → Quote templates:

Quote templates menu.png

Press the "New template" button:

Quote new template.png

Enter the name and press "Create":

2 Quote email template.png

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.

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:

4 Update quote template.png

The following variables can be used in 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_TOTAL} - the quote total amount and currency;
  • {QUOTE_DEADLINE} - the quote deadline;
  • {QUOTE_LEGAL_ENTITY} - the name of the legal entity associated with the quote.

Edit the subject, text, and press "Update":

5 uodate the quote template.png

The system will use the correspondent template translation based on the PDF locale defined in the client's profiles.

PDF lovale for quote email template.png



Multi-quotes templates

Client invoice template