There are several templates that are used by the app and each one can be configured to match your site's branding and include the information that is important to you.
All templates are made of HTML, CSS and Liquid code. the templates function very similar to the templates you find in Shopify
Customer Quote PDF
This template is used to generate the actual quote PDF.
Customer Quote Email:
This template is used for the email that is sent to the customer when you are ready to send the quote to the customer.
Admin Email:
This template is used to format the email that is sent to the admin email addresses when a quote is requested by a customer on your site.
Confirmation Email:
This template is used to format the confirmation email that is sent to the customer after a quote is requested. This email can be disabled in the app settings.
Notification Email:
this template is used to format the transactional emails that are sent by the app. Transaction messages are sent when a comment is made on a quote, the status is changed, or when a quote is submitted.
This template works a little differently from the others. You can style the look and format of the email, but the content is generated by the app and cannot be changed. This template must include the tag {Content}
Short Codes
Short Codes are small snippets that allow you to insert dynamic content into the templates. For example, if you place the snippet {{quote.quote_number}}
in your message template, it will be replaced with the actual quote number when the message is sent to the customer.
You can find a complete list of short codes by pressing Short Codes at the top of the page.