Notifications & Email Templates

What you can do here

• Review notification types for key events.
• Edit email templates for proposals, invoices, and tickets.
• Align messaging with your brand voice.

Before you start

• Administrator or settings access is required.
• Confirm default sender details and reply-to address.
• Prepare approved messaging for customer communications.

Step-by-step

1. Open Settings and navigate to notifications and email templates.
2. Select the template you want to edit.
3. Update subject and body text carefully.
4. Send a test message to verify formatting.

Tips & Common mistakes

• Keep template variables intact so data merges correctly.
• Maintain a consistent tone across all templates.
• Review templates after branding updates.

FAQ

Next steps