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.
How To Personalise The Default Email Content For Sending and Revising Documents - FAQ
What is the "default email content" in QuoteCloud?
The default email content is the template text (subject line and message body) that QuoteCloud uses automatically when you send or revise documents. Personalising this content ensures your outgoing emails match your brand voice and communication style.
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. Once loaded into the inputs, customise the Template Name, Subject, and Content to suit your needs and save the result.
How do I make a template specifically for revising documents?
When creating or customising a template, set the Use For field to Revise Document. This ensures the template will be available as the default when you issue revisions rather than when you send new documents.
Can I add my email signature to a template?
Yes. Add your email signature directly in the Content field when creating or editing a template so it is included automatically in outgoing messages.