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E-Mail Templates

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QuoteWerks supports email templates for users. This functionality allows users to create and customize email templates in QuoteWerks for quotes, orders, invoices, and QuoteValet emails. The templates can also be setup for Peer Review and Quote Approvals and Acceptance emails.

Accessing E-Mail Templates

The Tools -> Customize Email Templates menu option will allow you to start setting up the templates in QuoteWerks.

There are two tabs under the menu option for customizing the email templates: Templates and Snippets. For more information, see the following sub topics:

Templates Tab

Snippets Tab

 

 

Related Topics:

Using E-Mail Templates

Version 5.3 (Build 1)  - November 1st, 2017