Support center

How to use an email template

Once you've set up your email templates, you can send emails.

Navigate to the detail view of a company, contact, show, quote, invoice or contract. Here you find the " E-mails" panel:


After clicking "New", a dialog opens where you can write an email.

When you've created a template for the section that you are in, you can fill the email body from your template:

By choosing the "Send invoice"-template using the drop-down menu, you can take the information from your invoice and fill it into the merge fields. Our example template:

This will give you this draft text:

Related articles: