A Template, by definition, is a set of preferred options that can be reused to reduce effort and for consistency. On D-Tools Cloud, you can define templates for proposals, project tasks, and the proposal and change order (CO) emails you send to customers.
This article explains how to add and use email templates for proposal and CO emails.
Check out the following articles for the other types of templates.
Why use email templates?
An email template helps you define a consistent subject, body, and signature for all proposal and CO emails. You can add one email template and set it as a default for all emails, or add multiple email templates, one each for a type of project.
For example, a template for Residential projects and another for Commercial projects.
You can also edit the template content in the proposal and CO email before sending the email.
Add email templates from Settings
If you want to start using email templates in the early days of using Cloud, add one or more templates from Settings.
Go to "Settings > Proposal" and click "Quote Email Templates" or "Change Order Email Templates". The workflow to add both types of templates is identical.
In the modal, add a name and a subject in the template. Add the body and signature of the template using the text editor. Click "Create" to add the template.
The following is a screenshot of the modal to add the proposal email template.
Set an email template as the default
If you want to use a specific proposal template for your proposals, you can set that template as a default. This will always show the content of the template for all proposal emails.
The above can also be done for CO emails.
Change email template
All proposal and CO templates you previously added are available from the "Templates" icon when sharing the proposal or CO. Click "Change email template" and select another template to change the template for the email.
Add an email template from a unique email
If you are writing an email with some good text you want to add to future proposal emails, click "Save as new email template" from the Templates icon.
The template will be added to the Template Library and available for future proposal emails.
The above is true for CO emails, too.