Home Forums Support Desperately Seeking – Custom Templates for Initial Quote

This topic contains 8 replies, has 2 voices, and was last updated by  Motor 6 months, 2 weeks ago.

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  • #19859

    Motor
    Participant

    We send quotes for various services with attached documents…

    We need to be able to create multiple custom *initial email templates* for different types of quotes.

    Instead of the standard “Initial Email” Quote that it selects by default, we need an option to be able to use a custom Template that we previously created, named, and saved. We could customize the default template and save as the “Default” but we send various types of quotes, for various services.

    For example, VoIP Quote:

    $client,

    Here is your 2-part [BRAND OF VoIP] Implementation Proposal.

    Click the button below to view both attached documents:

    – [BRAND OF VoIP] Service Agreement
    – [OurCompany]’s Implementation Agreement

    $viewButton

    Best Regards,
    $emailSignature

    • This topic was modified 6 months, 2 weeks ago by  Motor.
    #19861

    Hillel Coren
    Keymaster

    The app supports creating up to 3 custom email templates

    #19862

    Motor
    Participant

    Where?

    #19863

    Hillel Coren
    Keymaster

    Settings > Templates and Reminders

    You can re-purpose the reminder templates as custom quote templates.

    #19864

    Motor
    Participant

    Yes I see we can customize the reminders, thank you. Although, we find that the reminder templates work fantastic as reminders and we really don’t want to do away with any of those.

    We need the ability to add custom templates that aren’t reminders.

    • This reply was modified 6 months, 2 weeks ago by  Motor.
    #19866

    Hillel Coren
    Keymaster

    Sorry, that isn’t currently supported

    #19867

    Motor
    Participant

    Will it be supported in the future?

    #19868

    Hillel Coren
    Keymaster

    Sorry, we don’t have immediate plans to add it

    Feel free to post a feature request on our GitHub repo:

    https://github.com/invoiceninja/invoiceninja/issues

    #19876

    Motor
    Participant

    Looks like it has already been requested last year. I posted on that thread as well.
    Hope it’s able to be added.

    https://github.com/invoiceninja/invoiceninja/issues/1938

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