Email Templates

To setup email templates navigate to Setup -> Email templates and change the content according to your needs.
You can setup general email signature in Setup-> Settings-> Email, this signature will be using on all email representing your company.

Configuring FROM Header in email

NOTE: Fill the FROM field only if you are using domain email account. This feature won’t work with Gmail Accounts.

All email templates will be sent from the general email that is setup in Setup->Settings->Email, you can add FROM headers in the email template eq.

Open email template in Setup->Email Templates eq. Send Estimate to Customer and in the FROM field add, now when you send an estimate to customer in your customer email will be shown that this email is sent from

NOTE: The email must be created in cPanel.

Email templates in multi language

How multi language for email templates is used?

  • Customer 1 have language English
  • Customer 2 have language Dutch

When an email template will be sent to Customer 1 the content will be taken from English email template, for staff Customer 2 the content will be taken from Dutch email template.

The same procedure is applied for staff members.

When sending email template to lead eq. proposal the system default language will be used.

What will happen if content is empty for email template and user use this language?

In case the content for the template is empty for a specific language which is not the default system language the content from the email template will be taken from the default system language setup in Setup->Settings ->Localization. Make sure you always populate default system language template.

The system will auto slide down the languages that are used over the system based on staff and customers when you navigate to edit specific email template.

Disabling email templates

Open email template and check the disabled field. If the disabled field is checked this email wont be sent ever.

Eq. If you want to disable sending welcome email when creating contact navigate to Setup->Email Templates and find the template with name: New Customer Added/Registered (Welcome Email) check the disabled checkbox and save.