In Streamtime you can set the default email text when emailing Quotes, Invoices, Purchase Orders or Correspondence out of Streamtime.

Creating default email text for Quotes/Estimates

Go to Setup > System Setup > Quotes and you will see the heading Default Email Template

You can create a default subject and body of your email by either typing in the fields or using the variables provided on the right hand side

Simply click in the field where you'd like to insert the variable, then click on the variable/s that you require.
 These will then be inserted into the field

Now you can do the same for the body of the email.
 In the example above we've used a combination of text and variables to create the body of the email

Once you have set the default email template each time you email a PDF of a Quote/Estimate in Streamtime your default text will appear.

Please Note: When you amend the default text in the Setup area this will only appear when you email newly created Quotes/Estimates. If you email any existing Quotes/Estimates, whatever the default text was at the time the Quote/Estimate was created, will be the text that appears in the email.

Creating default email text for Purchase Orders

Go to Setup > System Setup > Orders and you will see the heading Default Order Template

You can create a default subject and body of your email by either typing in the fields or using the variables provided on the right hand side

Simply click in the field where you'd like to insert the variable, then click on the variable/s that you require.
 These will then be inserted into the field

Now you can do the same for the body of the email.
 In the example above we've used a combination of text and variables to create the body of the email.

Once you have set the default email template then when you email a PDF of a Purchase Order in Streamtime your default text will appear.

Please Note: When you amend the default text in the Setup area this will only appear when you email newly created Purchase Order. If you email any existing Purchase Orders, whatever the default text was at the time the Purchase Order was created, will be the text that appears in the email.

Creating default email text for Request for Tenders

Go to Setup > System Setup > Orders and you will see the heading Default Tender Email Template

You can create a default subject and body of your email by either typing in the fields or using the variables provided on the right hand side.

Simply click in the field where you'd like to insert the variable, then click on the variable/s that you require.
 These will then be inserted into the field.

Now you can do the same for the body of the email.
 In the example above we've used a combination of text and variables to create the body of the email.

Once you have set the default email template then when you email a PDF of a Request for Tender in Streamtime your default text will appear.

Please Note: When you amend the default text in the Setup area this will only appear when you email newly created Request for Tenders. If you email any existing Request for Tenders whatever the default text was at the time the Request for Tenders was created will be the text that appears in the email.

Creating default email text for Invoices

Go to Setup > System Setup > Invoices and you will see the heading Default Email Template

You can create a default subject and body of your email by either typing in the fields or using the variables provided on the right hand side.

Simply click in the field where you'd like to insert the variable, then click on the variable/s that you require.
 These will then be inserted into the field.

Now you can do the same for the body of the email.
 In the example above we've used a combination of text and variables to create the body of the email.

Once you have set the default email template then when you email a PDF of an Invoice in Streamtime your default text will appear.

Please Note: When you amend the default text in the Setup area this will only appear when you email newly created Invoices. If you email any existing Invoices, whatever the default text was at the time the Invoice was created, will be the text that appears in the email.

Creating default email text for Correspondence

Go to Setup > System Setup > Correspondence and you will see the heading Default Email Template

You can create a default subject and body of your email by either typing in the fields or using the variables provided on the right hand side

Simply click in the field where you'd like to insert the variable, then click on the variable/s that you require.
 These will then be inserted into the field.

Now you can do the same for the body of the email.
 In the example above we've used a combination of text and variables to create the body of the email

To email Correspondence as a PDF you need click the print button in Contacts > Correspondence

Once you have set the default email template then when you email a PDF of a Correspondence item in Streamtime your default text will appear.

Please Note: When you amend the default text in the Setup area this will only appear when you email newly created Correspondence items. If you email any existing Correspondence items, whatever the default text was at the time the Correspondence items was created, will be the text that appears in the email.

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