Adding an email template can shave minutes off of every quote you send by automatically populating sections of your email including Cc, Bcc, subject and body. The email creator is highly flexible and easy to use. Watch our instructional video, or read our step by step instructions below.
Find your email signature under My Profile under your username in the top right corner of your screen.`
2. Select the Edit button under View my profile.
3. Select Insert email template.
4. Add colleagues to Cc or Bcc to have them automatically updated with each email you send out.
5. Write your default subject. Add variables that change with each quote. You can always change the subject before you send it.
6. Craft the body of your message. Use variables to make emails specific to customers and quotes. Use the easy formatting to add bullets, change alignment, color, background or add separation lines.
7. Paste you email signature for a professional look in an instant.
8. Add a picture by copying the url or uploading.
9. Alternatively, you can program your email template or signature in html.
10. When your email looks perfect. Choose save at the bottom of the page.
Thats it! Remember you can change your email template at any time or on a quote by quote basis.