Email templates

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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:

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 the 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 or the default PDF locale defined in your account:

PDF lovale for quote email template.png

Default setting locale.png

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:

Template 2.png

Multi-quotes templates

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

5 multi-quote email template.png

Press the "New template" button:

1 multi quote email template.png

Enter the name and press "Create":

2 multi-quote email template.png

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:

3 multi-quote email template.png

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":

4 multi-quote email template.png

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:

PDF lovale for quote email template.png

Default setting locale.png

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:

Multi-quote send options.png

Client invoice template

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

1 client invoice template.png

Press the "New template" button:

2 client invoice template.png

Enter the name and press "Create":

3 client invoice template.png

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:

4 client invoice template.png

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":

5 client invoice template.png

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:

PDF lovale for quote email template.png

Default setting locale.png

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:

Client invoice template send.png