Email Templates for DocuSign Quotes
Email Templates
With the email template feature, you as the partner can configure and save a default Subject and Message for quotes which you (or other users from your partner organization) can use as a template.
This feature is available for sending quotes via DocuSign.
Creating Email Templates
The template is created in the Email Details Documentation step of the quote creation (using DocuSign).
Here, you can save the Subject and Message values as a template. It is possible to save multiple templates to easily differentiate between them.
To do so, proceed as follows:
1. Write the template Subject and Message.
2. Click the Save As Template button.
3. Enter a descriptive Template Name.
4. Save.
Alternatively:
1. Click the Saved Templates tab.
2. Click the Add New Template button.
3. Enter
- a descriptive Template Name.
- a template Subject
- a template Message
4. Save.
This way, you can define multiple email templates.
Email Template Features
On the Saved Templates tab, various functionalities are available for the templates.
| Functionality | Description |
|
Add New Template |
Enables you to create additional email templates. |
|
Apply |
Applies the respective template to the current quote. |
|
Edit |
Enables you to edit an email template. |
|
Set As Default |
It is possible to mark a specific template as default. In this case, the default template will be loaded every time someone from your partner organization uses the DocuSign process for their Quotes. |
|
Preview |
Shows a preview of the email template. |
|
Delete |
Enables you to delete an email template. |