Send quotes, jobs, and proofs faster by creating customized email & SMS templates.
Creating a Template:
Creating an email template is easy, follow these simple steps to create one quickly
Navigate to settings > email templates
Click create template
Name your template, add a subject line and choose where the template will end from (quotes, jobs, or proofs)
Use the editor to type your message and click save.
Tip: Copy and paste the shortcodes to personalize your message to each recipient.
Sending a Template:
You can send email templates from quotes, jobs, and proofs.
To send an email template simply select a template from the drop-down menu and click send.
Hint: If you make ad-hoc edits to your message when sending your email, your overall template will not be edited.