Create an email template

Before you start

• Decide when the message will be used: quote, planning request or another client update.

Step by step

1. 1

   Add or open a template

   Choose a descriptive internal name so the team can find it later.

2. 2

   Write the subject and message

   Use short paragraphs and one clear next action for the client.

3. 3

   Keep supported placeholders

   Use the merge fields offered by the editor. For quote emails, retain {{quote_link}} so the actual secure quote link can be inserted when sending. Do not paste a previous client’s sign-in link.

4. 4

   Review the signature setting

   Choose whether the standard email signature should be appended.

5. 5

   Save and preview in context

   Open the template from the relevant quote or job email screen and confirm the client’s name, recipient, links and attachments before sending.

What happens next

The message can be reused without copying a previous client’s private link.

Helpful tips

• Avoid promising an attachment unless it is actually included in the outgoing message.
• Saving changes to the template does not send the message.

Troubleshooting