How to set Default Email Templates?

Navigation: Settings --> Organization Settings --> Job Settings / Quotation and Invoice Settings --> Default Job Card Email Template / Default Quote Email Template / Default Invoice Email Template

You can now easily set the default email templates for the Jobs, Quotes, and Invoices.

Default Job Card Email Template:

1. Select the “Settings” module from the left panel, and under “General Settings,” select “Organization Settings.”

2. Under “Configurations,” select “Job Settings.”

Under “Job Settings,” scroll to enable/disable the default job email template option and select the “Save Settings” button to save the default job card email template

Default Quote Email Template:

1. Select the “Settings” module from the left panel, and under “General Settings,” select “Organization Settings."

2. Under “Configurations,” select “Quotation and Invoice Settings.”

Under “Quotation and Invoice Settings,” scroll to enable/disable the default quote email template option and select the “Save Settings” button to save the default quote email template.

Default Invoice Email Template:

1. Select the “Settings” module from the left panel, and under “General Settings,” select “Organization Settings."

2. Under “Configurations,” select “Quotation and Invoice Settings.”

Under “Quotation and Invoice Settings,” scroll to enable/disable the default invoice email template option and select the “Save Settings” button to save the default invoice email template.

With this new feature, the users can set the predefined jobs/quotes/invoices template and thus saves more time.