When to review a template

Review templates when your quoting process changes, your team starts using a new client message, invoice wording needs an adjustment or a placeholder should be added for clearer record details.

Editing a saved template

1. Open Email Templates.
2. Find the template in Saved templates.
3. Open the action menu and choose Edit.
4. Update the template name, use type, subject line or message body.
5. Check the placeholder list for the selected template use.
6. Save the template changes.

Review before sending

After updating a template, open the relevant quote, project or invoice send modal and check how the template reads with real record details. This helps catch wording that made sense as a template but reads awkwardly in a client email.