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Multiple Email Templates for Quotes Invoice and Workorders

  • Live

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Mike Schudel

Allow for there to be multiple email templates for Quotes, Invoices and Workorders to allow for different standard wording depending on the situation. For example, have a 'Initial Invoice' email template as well as a 'Paid Invoice' email template.

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Activity Newest / Oldest

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Mike Schudel

We now have the ability to add multiple email templates for all of these.


M

Mike Schudel

Status changed to: Live

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ALAN LAVOIE/Stacey Adams

Yes. We have contractors, commercial, and residential customers with all different verbiage and all varying depending on what is being ordered - new system vs Service call - and signing requirements.


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Taylor Weisgerber

Yes. Would love this feature. I'd like to send out paid statements upon payment, and this would be perfect Mike!
Even if there was implementation for an email to be sent upon successful payments.