Go to the Automation tab. You will be taken to the Templates section.
Click the Add Template button. You will be taken to the template creation area.
What information do you need to enter to create a template?
Message template name.
Email subject (optional) - the message title that the recipient of your proposal will see. If you leave it blank, the message template name will be used as the message title.
Choose whether the link to the proposal should be graphic or text-based.
Enter the message content you want to include in the template.
Choose a follow-up scenario (optional).
Proposal settings - you can enable or disable the given advanced settings (optional). The "Inherit" option keeps the user's default account settings.
GDPR consents - you can change their visibility or turn them off entirely.
Select the file or files (available formats are PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, PNG, JPG, MP4, HTML). *Adding attachments is optional.
Save the template, and you’re done! You can use it without any limits.
For more information, please contact us via chat, email: [email protected], or the form.