How to edit the email text sent with quotes?

Modified on Wed, 27 May at 3:39 PM

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Edit outgoing email text with quote

When sending a quote and wanting to send it by email, the message text that appears in the dialog box is controlled by what is set up under settings.

Guide

Email dialog:

If you want to create a fixed template, go to Settings in the side menu and click on System settings → Templates.

Then click on the tab called Templates.

When you select Emails, you will see predefined templates that are relevant for emails sent from Telaris. Find the template called "Proposal e-mail" and make the desired text changes. Words that start and end with % are merge fields, and pull relevant information from the quote that goes out with the email.

Merge fields

At the top of the templates screen there is a list of available merge fields that can be pasted into all templates to include information in the email text sent to customers.

Example:

Hi,

Thank you for your enquiry — please find attached your quote with quote number %PROPOSALNO%

We hope this is of interest and look forward to hearing from you!

Kind regards,

%COMPANYNAME%

%CREATEDBY%

%CREATOREMAIL%

%CREATORPHONE%