Using E-Mail Templates |
  
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Using E-Mail Templates |
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To use a created email template, open the send email window in QuoteWerks. On the right hand side of the window next to the BCC address selection field, there is a drop-down box:
This is where you select your template to use. Click on the drop-down box to show the different templates that are available for this particular type of email.
Depending on what type of email you are sending (quote, order, invoice, QuoteValet, approval, etc.) depends on which templates you will see in your drop-down list.
After selecting your email template, your email will populate with any macros, web links, signature, snippets, etc. from the chosen template.
If you need to make any changes you can do so before sending the email out.