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 -> Options -> Email Templates will allow you to start setting up the templates in QuoteWerks.

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

•User Templates Tab

•System Templates Tab

•Signatures Tab

•Snippets Tab

Related Topics:

•Using E-Mail Templates