Email templates

From Protemos Wiki
Revision as of 16:16, 2 February 2021 by Aleksandra.d (talk | contribs)

Jump to: navigation, search

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 Settings → 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