Subject and text of mail quotation (Email template)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The following quotation layout settings can be entered or changed:

• General
• Quotation columns
• Page layout (footer)
• Paper settings
• Address margin (address positioning)
• Theme
• Subject and text of mail (Email template).

All configured settings such as the settings of the quotation layouts, among others, are grouped and categorized in one place in your domain.   

Open the settings of your domain by clicking on the Settings icon in the navigation bar. Subsequently, in the now-opened screen, click on Sales settings and then scroll to Quotation layouts.

To change an existing quotation layout, click on the line of the corresponding quotation layout.

To create a new quotation layout, click on the + New layout button.

Click on the Email template button to customize the subject and text of the email of quotations you will send by email.

The following screen is opened:

In the text and in the subject, you can also include variable data by using so-called placeholders. Those placeholders are always enclosed in square brackets and have a specific name.

An overview of all placeholders you can use is shown by clicking on the i after Email text.

TIP!

The value of the placeholder [Heading] is automatically retrieved from the Heading field on the Extra tab of the customer's contact card.