Create your own proposal email templates to make proposal sending directly from Severa easy and fast

Add a new proposal email template

Go to Settings > Sales & proposals > Proposal email templates to add new templates. You can add as many templates as you like based on your needs.

Use tags to automatically retrieve information from your sales case / project:

  • Customer name
  • Project name
  • Project number etc.

If you have several email templates, you can define one as default template to be used when sending proposals from Severa.

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