Configure Email Templates
- Quote Manager sends notification mails to customers at various stages of the quote life-cycle.
- Admins can customize the content of these mails by creating email templates.
- Each template contains variables like quote title, company name and customer name which are auto-populated based on the quote details.
- Once these templates are configured, admins can check the content of the resultant emails by sending test emails.
- New Quote created
- Quote updated by admin
- Quote accepted by the customer
- A
question from the customer on the quote has been answered by the
admins
The 'Email Templates' interface will open with a list of templates available with QM.
To manage email templates
- Open the 'Settings' page by clicking the gear icon at the top right and choosing 'Settings' from the drop-down
- Click 'Customer Emails' under 'My Company Settings'
Each template will have a standard content and variables. The variables are indicated by text inside square brackets and will be substituted by respective information, from the quote details. For example,
- [customer-name] will be substituted by the name of the customer for whom the quote is generated
- [company-name] will be replaced by your MSP company / enterprise name
The link in the body of the email will be replaced by the link to point the quote page of the respective quote.
- To change a notification message displayed in the subject line of the email, edit the content under 'Quote Title'
- To change the content in the Message text and/or Message footer, directly edit the text in the respective white boxes.
- To change a variable to have a constant text, for example, to permanently replace [company-name] with the name of your company, directly replace the variable with the content
- Click 'Save' for your changes to take effect
- To check the content of notification email, click 'SEND TEST EMAIL'
The test mail will be sent to your email address.
