Email Templates
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.
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
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, 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.
