Difference between revisions of "Email templates"

Revision as of 14:25, 22 July 2022

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

Quote templates

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

Press the "New template" button:

Enter the name and press "Create":

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 the Email body text for each of this language by pressing the "Update" button in the corresponding language line:

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":

The system will use the correspondent template translation based on the PDF locale defined in the client's profiles or the default PDF locale defined in your account:

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:

Multi-quotes templates

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

Press the "New template" button:

Enter the name and press "Create":

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:

The following variables can be used in 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.

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

The system will use the correspondent template translation based on the PDF locale defined in the client's profiles or the default PDF locale defined in your account:

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:

Client invoice template

To set up your client invoice email template, go to Settings → Email templates → Client invoice templates:

Press the "New template" button:

Enter the name and press "Create":

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:

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;
• {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":

The system will use the correspondent template translation based on the PDF locale defined in the client's profiles or the default PDF locale defined in your account:

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:

Features described below will be available with the forthcoming system release.

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

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

You can clone, update or delete the templates:

Quote templates

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

Click the "New template" button:

Fill in the fields and click "Create":

• 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:

Multi-quotes templates

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

Press the "New template" button:

Enter the name and press "Create":

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:

The following variables can be used in 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.

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

The system will use the correspondent template translation based on the PDF locale defined in the client's profiles or the default PDF locale defined in your account:

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:

Client invoice template

To set up your client invoice email template, go to Settings → Email templates → Client invoice templates:

Press the "New template" button:

Enter the name and press "Create":

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:

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;
• {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":

The system will use the correspondent template translation based on the PDF locale defined in the client's profiles or the default PDF locale defined in your account:

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: