Message templates allow you to set up pre-defined messages. These are customized email messages that you can send to your customers along with a copy of the estimate. The following steps give you an idea about creating message templates.
Steps to Create Message Templates
- Login and access the Estimates app from the universal menu.
- Click on the More(...) icon and selects the Settings.
- In the Settings page, click on the Emails and selects the Email Templates.
- From the Email Templates, click on the Create button.
- The Create Template page will open.
- Add the Template Name and the Subject line for the Email.
- You can add the Attributes of the Estimates app in the Subject by using the Insert Attributes.
- Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
- Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
- Then, add the message of the Email in the Body section.
- You can also add the Attributes of the Estimates app in the Message body of the email by using the Insert Attributes.
- Then, click on the Create button.
- You can view the Created Template on the List.
- You can also edit and delete the template by using the icons under the Actions.
- Now, go to the Estimates Overview page and click on the Emails tab.
- Click on the Compose.
- The Compose window will appear..
- Click on the Templates Options. You can view the Created Templates on the list.
- By Selecting the templates, you can view the added message with the selected Estimates Details.
- Then, click on the Send.
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