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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.
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.