1
Open the Email Templates section
From the left sidebar navigation menu, click Email Templates to access your email template management area.
How To Personalise The Default Email Content For Sending and Revising Documents
Learn how to personalise the default email content used when sending or revising documents in QuoteCloud. This step-by-step guide helps you customise subject lines, message bodies, and template settings to match your brand and communication style.
Personalise the Default Email Content for Sending and Revising Documents
Learn how to customize the default email templates used when sending or revising documents so your communications stay consistent and branded.
Steps to personalize default email templates
2
Review available template categories
Browse the available email template categories including templates for Send Document and Revise Document.
3
Create a new email template
Click + Create Template to build a custom email template from scratch.
4
Enter the template name
Fill in the Name field to give your email template a clear and recognizable title.
5
Add an email subject line
Enter the default email subject line that recipients will see when the template is used.
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Customize the email content
Use the content editor to write and personalize the default email message used for sending or revising documents.
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Add merge fields and signatures
Insert available merge fields such as recipient names and company information, and optionally include your email signature within the content area.
8
Choose the template usage type
Under the Use For dropdown, select whether the template should be used for Send Document or Revise Document actions.
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Save the email template
Click Save as New to store the customized email template for future use.
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Use a sample template instead
Alternatively, select one of the provided sample templates to automatically preload example content into the template editor.
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Customize the sample content
Modify the preloaded template name, subject line, and content to match your preferred messaging and branding style.
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Save the updated sample template
Click Save as New again to save your customized version of the sample email template.
13
Verify the personalized email content
Your customized email templates will now automatically populate when sending or revising documents, ensuring consistent communication.
Frequently Asked Questions
What is the "default email content" in QuoteCloud?
The default email content is the template text (the subject line and message body) that QuoteCloud automatically inserts when you send or revise documents. Personalising this default ensures outgoing emails from your sales quoting software match your brand voice and communication style.
How do I personalise the subject line and message body for emails?
Open the template editor in QuoteCloud, select or create a template, then edit the Subject field for the email subject and the Content field for the message body. Use the Template Name to label the template for easy management and save your changes so the customised content is used whenever you send or revise documents.
Can I use pre-made sample templates instead of building one from scratch?
Yes. QuoteCloud provides sample templates you can load by clicking a template name. After loading a sample, customise the Template Name, Subject, and Content to fit your needs and save the result to use it as your default email content.
How do I make a template specifically for revising documents?
When creating or editing a template, set the Use For field to "Revise Document." That setting ensures the template will be available as the default email content when you issue a revision rather than when you send a new document.
Can I add my email signature to a template?
Yes. Add your email signature directly into the Content field when creating or editing a template so it is automatically included in outgoing messages. This helps keep communications consistent across your proposal software and quote software workflows.
How do I save and manage my email templates so they reflect my brand?
After creating or loading a sample template, update the Template Name, Subject, and Content to match your brand voice, include your signature and any legal or compliance text, then save. Use clear Template Names and consistent formatting so templates are easy to find and reuse across your sales proposal software processes.
Will customised templates apply when sending quotes or proposals?
Yes. The customised default email content is used whenever QuoteCloud sends or revises documents, including quotes and proposals. That means your messaging remains consistent whether you are using QuoteCloud as sales quoting software or as sales proposal software.
Where do I find the template editor in QuoteCloud?
Open QuoteCloud and navigate to the email settings or template management area to access the template editor. From there you can create, load sample templates, edit Template Name, Subject and Content fields, select the Use For option (for example Revise Document), and save your templates for use when sending or revising documents.