Difference between revisions of "Email templates"

Revision as of 15:40, 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

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

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

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

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

Click "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 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:

Client invoice template

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