Here we'll show you how you may create and edit your email templates.
Video Tutorial:
How-to:
Go to your Settings/E-Mail Templates tab.
Select a template from the dropdown menu on the top left or click on "Add Template".
Edit the subject and content of the email template at will. You may add tokens to pull properties from your customers' files or proposals and even hyperlinks, other than editing the text format and size.
As long as you click outside of the writing fields, all changes will be automatically saved.
Now you may use these templates to email your customers from the Customers section or to email proposals to your clients.
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