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System Setup- How to create and use Canned Responses (Email Templates)
System Setup- How to create and use Canned Responses (Email Templates)

Use Canned Responses to set up Email Templates for your Consultation or Proposal Emails

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

In this article, we'll show you how to set up and use Canned Responses for email templates in the Consultation and Proposal emails that go out to your customers.

Here is a link to the article that explains the {{handles}} or placeholders that we'll be using in this tutorial.

Below is a tutorial video showing how it is done:

Step By Step:

There are two types of Canned Responses:

  • Consultation Emails

  • Proposal Emails

Here's how to start creating a new one:

Step 1:

Click on System Setup and then on Canned Responses.

Step 2:

Click the green plus button in the top right of your screen.

Step 3:

In the Type dropdown, choose what type of Canned Response you want to create: Consultation or Proposal.

Name the Canned Response in the Name field.

Create an Email Subject.

For example: Hello {{customer_displayname}}. Here's your Estimate from {{salesperson_name}} from {{company_name}}.

**NOTE: Read this article that explains the {{handles}} or placeholders.

Write the content of the email in the Email Description. You must include the {{proposal_link}} inserted in this field. It will generate a link specific to that Proposal each time.

Click the blue Create button.

Step 4:

Click the green Save icon in the top right.

So, now when you go to send off a Proposal to your Client, you can choose to use the Canned Response that you just created.

Step 5:

Click on Estimates in the main sidebar and choose the Estimate that you want to send.

Step 6:

Click the green Print icon.

Step 7:

Make sure the Customer Proposal toggle is turned on, then click Select.

Step 8:

Toggle on the workareas you want to include in the Proposal and hit Send for Review.

Step 9:

Select an email. Then select a Canned Response. This is where you will find the one you just created.

You can still make modifications to the Canned Response if you would like to.

Step 10:

Click Send for Review. The Customer will receive an email that looks just like what you created, with all the customized names and link.

This is a very handy feature. It saves time and gives you customization abilities as to what your communication with your Customer looks like. Let us know what you think. Drop us a line in the chat!

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