Template

Templates that helps your sale process

1. Email Template

There're 3 types of email template you can set up:

• Auto Reply to Buyer: When your customer submit a request successfully, an auto email will be sent to your customer

• Admin notification: When your customer submit a request successfully, an auto email will be sent to admin email that you connect here

• Quotation Email: This is email that you send your customer custom pricing/quotation/offer.

There're 3 email templates with different styles for you to start with. In each template, you can set up these:

• Template Settings: Select template that fit your brand & demand

• Preheader Settings: Set up your email sender, recipient (bcc, cc) & subject

• Style Settings: Design your template

• Header & Footer: Your email content, contact information, etc.

• Body: Your product information in request. This information is not available in Default template.

Translation & Template Stores with fully developed features are coming soon.

There're some terms in email templates:

• Sender name: Sender name is the recognizable name associated with the email sender, shown in recipient's inbox.

  
• Recipient name: Sender name is the recognizable name associated with the email sender, shown in recipient's inbox.

  

2. PDF Quote Template

What's the difference between Invoice and Quote/Quotation?

A quotation is issued before the goods or services are delivered and provides an itemized list and expected costs. Quotation is used during sale/negotiation process.

The invoice should outline the goods or services provided and the total price as well as VAT (if applicable), along with any discounts that have been applied.

PDF Quote is all about the request info collected from your customers. You can customize your PDF so that it fit your brand theme.

There are 5 templates with different styles for you to start with.

This is also the PDF that you'll send to customer in Quote lifecycle progress.

Translation & Template Stores with fully developed features are coming soon.

3. PDF Invoice Template

This feature is available for those who already use this in old version of app.

This is the default template that your customer will receive when you send Invoice email after converting quote into draft order.

For now, you cannot edit template. We'll update this feature soon.