Templates Features

  • Create Letter Templates
  • Create Email Templates
  • Custom Text Replacement
  • Quote builder for complex quotations

Templates

Create reusable templates for letters, emails, faxes and quotations. Use the quote builder to create unlimited complex quotations.

Summary

Once you have built your templates using the template builder, they can be used throughout the different modules for clients, Prospects and Vendors/Suppliers.  This saves a huge amount of time, as the text you need to populate is already predefined.