Email Templates

You can manage how outbound emails should have subject, body using email template.

Note: This feature is available for WE CAN FLY (Team) plan and number of email templates are limited as per your plan i.e. with WE CAN FLY you can add up to 5 email templates.

How do I get there?

Settings > Email Templates

There are three distinct categories of emails in Fresh Proposals and they are color coded on left side to distinguish.

1. Introduce / Initiate

2. Remind (smart follow up)

3. Thank

Reminder/ Smart Follow up

Though introduce, thank you email are explanatory. Reminder emails are bit smarter. It look for proposal status, whether client/prospect has even opened proposal or not and remind them about the proposal review.

System provided emails are used by default. You can update these email templates if you would like. 

Remember: Over the period by experimenting with subject, body content, email id and considering many factors, these templates are optimized for HIGH EMAIL DELIVERABILITY. 

It is important to understand how these templates are used. These specific emails will be picked up by default when you are going to send proposal emails, or prospects is reminded or when prospect accepts the proposal.

This settings allow you to modify email templates and new proposals will pick up these templates.

Add / Update Email Template

To Add new email template, simply click on the Add button and type your own subject and body. New template will be shown in email wizard of each proposal.

To edit existing template, simply hover the mouse over desired email template and you will notice pen icon, click on it to edit the template.

You can set default email template to be used for Reminding and Thanking emails. These will be default Reminding and Thanking emails for subsequent proposal sent through software.

Set Default Email Template At account level

When you mark a given email template as default, it will be shown with a Blue marker as shown here

You can change and set other Reminding/Thanking email template as default as shown here