Email Templates

Looking to create awesome email templates for your documents and follow-ups?

Email templates are perfect for:

• Pitching to Your Client: Whip up an engaging email to send alongside your proposals.
• Friendly Reminder: Send a gentle nudge to clients who haven't yet checked out your proposal.
• Showing Gratitude: Say a big 'Thank You' to clients who've given your proposal the thumbs up.

You can create and save your own email templates in Settings > Email Templates:

You will be brought to the Email Templates page:

Customize an Existing Template

A default template is currently in place, so to customize an existing template, click on one of the template names.

That will bring you to a page where you're able to set the template name, subject and create the body of the email:

NOTE: Something you'll want to be aware of is that by default, the “Click here to view proposal” button uses a variable called {proposal_link}, which is the correct item to have in this button. That variable will link your client to the correct proposal for them to view and sign. Do not change that link.

You may need to update the link when sending your current proposal. To do this, go the proposal Send page and find the "Click Here to View Proposal" button. Single click on the the text, and choose "Edit"