Admin

Email Templates

7min
email templates are used when sending proposals and invoices they allow you to provide standard templates for email subjects and content to access email templates admin, click on the admin menu option then select email templates trade service pro comes with four ready to use email templates ready to use you can edit and delete these templates to suit your business needs creating/editing email templates there is no limit to the number of email templates you can create/use when creating or editing an email template, you can set the template name the email subject the email body/message you can also set whether the template is the default template to use when sending proposal emails proposal esign emails invoice emails invoice epay emails the email body/message supports the following format options bold italicize underline numbered list bulleted list text color text background color email template images images can be added to an email by placing the cursor in the email body text editor where you want the image placed in the email clicking on the image icon in the email body text editor after adding an image, you can select it by clicking on it, then drag the corner to size it email template images should generally be used for adding a company logo and accreditation logos if you have uploaded a company logo to company information docid\ sjqw5sbikcrndccva7bo , it is not available for use when creating an email template you will need to upload your company logo again when using it for email templates