You will find smart email templates when you click on new email.
Templates are designed to speed up your emails and to give consistency to your clients.
There are ready to use templates to send a quote or invoice, automatically inserting the job details and your client contact name, or you can create your own.
Creating a new template
- If you are creating a new template, give it a new name.
- Then simply type in the words you want in your email subject line and in the email text.