QuoteWerks supports email templates for users. This functionality allows users to create and customize email templates in QuoteWerks for quotes, orders, invoices, and QuoteValet emails. The templates can also be setup for Peer Review and Quote Approvals and Acceptance emails.

Accessing E-Mail Templates

Navigating to Setup -> Email Template Manager will allow you to start setting up the templates in QuoteWerks.

There are four tabs under the menu option for customizing the email templates. For more information, see the following sub topics:

•User Templates Tab

•Signatures Tab

•Snippets Tab

•HTML Templates Tab

Related Topics:

•Using E-Mail Templates