Templates (Emails / Documents)

Templates let you standardise your output.

Why templates matter#

• Faster quoting
• Fewer mistakes
• A consistent brand voice
• Easier staff training

Email templates#

1. Go to Settings → Email Templates.
2. Create or edit templates.
3. Use placeholders (if available) for dynamic fields.

Recommended email templates#

• Quote sent
• Quote follow-up
• Job confirmation
• Invoice sent (if applicable)

Document templates#

How quotes, job cards and completed compliance forms look is set in Settings → Document Designs. See Designing your documents.

Testing#

Before rolling out:

1. Test with a sample quote.
2. Confirm formatting on desktop and mobile.
3. Confirm attachments render correctly.

Tips#

• Keep a "Default" template per use-case.
• Test templates on a sample quote before rolling out.

Troubleshooting#

Placeholders don’t populate#

• Confirm placeholder format.
• Confirm the required fields exist on the record.