Difference between revisions of "Email templates"
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| − | You can set up your | + | 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. | ||
| + | |||
| + | 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 Update quote template.png|border|900px]] | ||
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| + | 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"''': | ||
| + | |||
| + | [[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]]. | ||
| + | |||
| + | [[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 17:15, 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:
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 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.
