Skip to main content

Add the ability to link a custom email template to a proposal template

Feature Request[CMP]_Email

I would like to be able to link a custom email template to a proposal template so when I send the proposal, the right email template is already selected for me.

Jira: TN-4533

Status: Closed4 comments

Log in to comment and vote

Comments4

  • Victor Raessen

    Team•

    Mar 10

    **Ruben** (2025-05-01): As a big plus, it would be very nice to: Have the possibility to configure multiple versions of the current External and Internal quote notifications in the E-mail template settings, AND being able to map them to specific Quote templates. For example: - Simple Product quote template: Customer get simple order confirmation E-mail with info - Advanced Project quote template: Customer gets expanded order confirmation E-mail with instructions, checklist, info, etc. etc. This could be very useful to us in certain situations.

  • Victor Raessen

    Team•

    Mar 10

    **Ben Mummery** (2025-10-20): 100%, I did not see this and have just logged a very similar suggestion, this is something that would be greatly welcome, as sending quotes/proposals/contracts requires different email templates

  • Victor Raessen

    Team•

    Mar 10

    **Fawad Khan** (2025-10-27): "Custom Email Templates for Different Quote Templates" (suggested by on 2025-10-20), including upvotes (1) and comments (0), was merged into this suggestion.

  • Victor Raessen

    Team•

    Mar 10

    **Ben Mummery** (2025-10-20): Currently we have various quote templates, and we use some of them as fillable forms for project closures, contracts etc - ideally we would be able to send different email templates to different quote templates. Quick Quote gets X email template, Proposal gets Y, etc - it would save having to manually edit these email templates depending on what quote template gets sent