Email Settings: the emails the app sends on your behalf
Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:17
Scenes
5
Lesson
9.6 · Settings & integrations
File name
09-06 email-templates.mp4
Before you record
- Default email templates.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Email Settings: the emails the app sends on your behalf | /settings?activeTab=email-settings | Title card, then the first screen of the lesson. | Every email the app sends can sound like you. Here is where. |
| 1 | 0:2054s | Open Email Settings | /settings?activeTab=email-settings | Go to Settings → Email Settings. | Email Settings lists every automatic email by the event that triggers it. |
| 2 | 1:1454s | Edit a template | /settings?activeTab=email-settings | Click "Edit template" on the quote sent-for-sign email. Change the Subject (use the token picker, default "{{ACCOUNT_NAME}} has sent you a quote"), the Body, the "Button text" (default "Review and Sign Quote") and the "Attach PDF to this email" switch. Save. | Subject with tokens, body, the button label, and whether to attach the PDF. Save, and the next send uses it. |
| 3 | 2:0854s | Know the defaults | /settings?activeTab=email-settings | Read the other defaults: "{{ACCOUNT_NAME}} changed your quote." (republish), "Your quote from {{ACCOUNT_NAME}} has been signed", "Please review the attached invoice", "{{ACCOUNT_NAME}} has sent you an order". | The rest follow the same pattern: the changed-quote email, the signed confirmation, invoice and order. |
| 4 | 3:0215s | Recap & next lesson | /settings?activeTab=email-settings | Hold on the finished result, then the end card. | Last in this module: your profile and email verification. |
Narration, in order
0. Intro: Email Settings: the emails the app sends on your behalf
0:00 · 20sTitle card, then the first screen of the lesson.
Every email the app sends can sound like you. Here is where.
1. Open Email Settings
0:20 · 54sGo to Settings → Email Settings.
Email Settings lists every automatic email by the event that triggers it.
Show before cutting: Sections by event, each with "Edit template".
2. Edit a template
1:14 · 54sClick "Edit template" on the quote sent-for-sign email. Change the Subject (use the token picker, default "{{ACCOUNT_NAME}} has sent you a quote"), the Body, the "Button text" (default "Review and Sign Quote") and the "Attach PDF to this email" switch. Save.
Subject with tokens, body, the button label, and whether to attach the PDF. Save, and the next send uses it.
Show before cutting: Future sends use the new wording.
3. Know the defaults
2:08 · 54sRead the other defaults: "{{ACCOUNT_NAME}} changed your quote." (republish), "Your quote from {{ACCOUNT_NAME}} has been signed", "Please review the attached invoice", "{{ACCOUNT_NAME}} has sent you an order".
The rest follow the same pattern: the changed-quote email, the signed confirmation, invoice and order.
Show before cutting: Each can be edited the same way.
4. Recap & next lesson
3:02 · 15sHold on the finished result, then the end card.
Last in this module: your profile and email verification.
Related lessons
Text tokens: personalise proposals, templates and emails
The full list of tokens such as {{CUSTOMER_FIRST_NAME}} and {{SIGNED_QUOTE_TOTAL}}, where they work, and what happens when a value is empty.
Proposals & quotesBeginner4 min
Review and send a proposal for signature
Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.
Sending & e-signaturesBeginner7 min
Create and send an invoice
Create the invoice from a signed proposal, check what it pulled from the accepted snapshot, set dates, deposit and terms, preview and send it to the homeowner.
Orders & invoicesBeginner8 min
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