Template for mails
in progress
Tushti Sachdeva
When I send a document via mail to the client there is a subject and message that will be sent in the mail.
I do not prefer to send the mail that's there by default. I want to write my own subject and message.
It's a repetitive task as I have to copy and paste them every time, I have to send a document to the client.
Could you please add an option to save templates for the subject and message inside the email?
Vaidik from Refrens
in progress
Vaidik from Refrens
Merged in a post:
Emails
H
HMB Billing
Thanks for adding email from own domain name feature, but the overall email handling is very poor.
- The forced Email Template. Ideally, you should allow to either edit or pick a plain email format than forced header & template.
- There should be a dedicated section to Add/Edit Email Copies for events like Invoice Created & Reminders, which must be followed commonly for all instead of having to edit each time.
- You need to introduce Placeholders for email. Example: %firstname%, %duedate%, %invoicenumber% - than forcing full name in the email and need to edit each time.
Refer to Zoho Books for inspiration. They have much polished ways of handling emails.
- Allow to manually add email address. I use Google Workspace but I want to add an alias and I cannot do it.
- STOP forcing invoice link in the email copy. Allow us to decide what we want our clients to receive instead of pushing your branding everywhere despite paying for the higher plan!
Vaidik from Refrens
Hi HMB Billing: thank you for your feedback! We're actively working on all of the above points and you can expect movements on all of the above soon!
Vaidik from Refrens
planned
Vaidik from Refrens
Hi Tushti Sachdeva: yes - we're working on custom email templates. Will keep you posted here with the updates!