For each module, you can create a set of email templates and select the one that is appropriate for the quote, job, invoice etc., that you are sending.
In addition to the text, you can include your company logo, a link to the online signature page, the name of the client and your name.
Setting Up
- Clicking on the Cog at the top right
- Selecting (Quotation/Jobs/Invoices etc.) Settings
- Select Email Settings
Default Email
If you don't want the system to use your email address, set the default to another one - an example of this might be sales@mycompany.com or invoices@mycompanies.com. For this to work through your email server you need to set up email credentials.
Creating the Templates
Add a new template by clicking on 'New Template':
This opens the email template edit screen:
You can use the tags for the title (for example the quotation number or description) and in the body add in things like the client's name and your logo. The logo is taken from the logo you have added for documents in the business settings.
Click 'Save' when you are done.
You can't add a photo directly the this, unfortunately, but you can link to one on your website by click on the add images button
and put in the link.
Selecting the Template when Sending
When you click on the 'Email' button you can change the sending details for that email, including changing the recipient, adding names to the cc list, selecting attachments, and setting the template to use. The templates selection is highlighted below:
