Create templates for emails and personal texts

You can save time by creating templates for emails and personal texts. When sending a document to a client, you can quickly select one of your templates and make minor adjustments to the message if needed.

Each document type has their own email template and personal text template. This means that you must create them for each document type separately (quotation, invoice, packing slip, etc).

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Email templates

You can create templates for emails that you send to clients.

  1. When creating a document, click the Email button Email.png.
  2. Type your text.
  3. Click Create template.
  4. Enter a name for your template, and choose for whom it should be visible.
  5. Save your template.

Choose an email template

  • When typing your text, select a template from the dropdown box.

Personal text templates

You can also create templates for personal texts that you add to documents.

  1. When creating a document, click the Open widget button Widget.png to open the Widget sidebar.
  2. Click Edit personal text.
  3. Type your text.
  4. Click Create template.
  5. Enter a name for your template, and choose for whom it should be visible.
  6. Save your template.

Choose a text template

  • When typing your text, select a template from the dropdown box.

Frequently asked questions

I saved my template but I don't see it anywhere.
Make sure you select the right document type. If you created an email template or personal text template for a quotation, it will not appear when you are creating an invoice or packing slip. Each document type has its own templates.

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