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What are email templates

Email templates can help you to to automate sending emails - saving you heaps of time.

You can send templated emails from the detail views of the company, contact, show, quote, contract and invoice section.

The following screenshot is taken from the maintenance view for email templates. It shows a template for an email that would accompany an attached invoice.

For instance; the «DocConName» mergefield is filled with the name of the contact that you have selected with the invoice.

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