When sending quotes to clients, you will likely use the same text for the Subject Line and the Email Body over and over. You can set a "default" email subject and template for a variety of different types of emails that are sent by Pet Sitter Plus.
This saves you time because you won't need to type an email subject every time you send a quote. And your default email template will automatically populate when you go to send your quotes - you won't even need to select the template from the drop-down menu.
Note: Certain merge codes can be used, which means that information such as client references and invoice numbers can automatically be inserted into default email subject lines. See more information on Merge Codes.Tip: You can create an unlimited number of email templates that can be used to speed up and standardize communications.
How do I Set the Default Subject Line and Template for Emailing Quotes?
Navigation: Admin > Settings > Email Settings > Email Subject Settings > Emailing Quote
- Enter your email title in the default subject line and choose your template.
- Click "Update."
Emailing a Quote
In this example, the template called “Quote” has been selected as the default.
When emailing a quote, the “quote” template is selected by default. The contents of the “Default Subject” field is used to populate the subject line of the email.
Note: The merge code used in this example has now been populated with the client reference “Poppy”.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article