Docs Category: Email Template
Email Template
3 Articles
Importing Email Template from Library
Last Updated: June 2, 2025Under the Template module, click ‘Email Template’ tab and click on ‘Import from Library’ button for a new pop-up to appear. Select...
Creating a New Email Template from Scratch
Last Updated: June 2, 2025Under the Template module, click ‘Email Template’ tab and click on ‘Add New Template’ button for a new pop-up to appear. On...
Edit, Delete & Clone Email Template
Last Updated: June 2, 2025To edit the email template, select the proposal template and on the ‘Actions’ click on ‘Pencil and notebook’ icon. To delete the...