What the template page shows

The email templates page groups default client templates, a custom template form and saved custom templates. Default templates cover the main Fencify email types, including quote emails, quote nudges, neighbour notices, project updates, variation requests, handover sign-off, invoices, invoice reminders and payment receipts.

Choosing the right template type

Each template type has its own placeholder set. Placeholders such as client name, project name, quote number, invoice number, amount and link are replaced when the email is prepared for a specific record.

• Use quote template types for quote and proposal emails.
• Use project template types for client portal, variation and handover messages.
• Use invoice and payment template types for invoice sends, reminders and receipts.

Reviewing saved templates

The saved templates section lists custom templates by name, subject line and template use. Open the action menu on a saved item when you need to edit or remove that template.