Customizing the emails sent to your customers
Quaderno automates many different emails for you. You can customize these emails to better reflect your brand or add a personal touch to the messages your customers receive.
Editing your email templates
To customize your email templates, follow these steps:
- Go to the email templates page.
- Find the language you want to edit and click the actions button on the right.
- Click
Edit. - Select a message from the list to expand it.
- Edit the subject and body text in the fields provided.
- Click
Save email templatewhen you’re done.
When you send an invoice or credit note manually from the app, you can also edit the email text before sending it.
Personalizing emails with template tags
Use template tags to pull details from the document, contact, or your account into the email body automatically. Tags follow the format {{ variable.field }}. You can also use markdown to format the body text. Neither markdown nor contact or account tags work in the Subject field, but document tags do.
Document
These tags refer to the specific document being sent.
| Tag | What it outputs |
|---|---|
{{ document.number }} |
Document number |
{{ document.issue_date }} |
Issue date |
{{ document.due_date }} |
Due date |
{{ document.total }} |
Total amount |
{{ document.amount_due }} |
Outstanding amount |
{{ document.amount_paid }} |
Amount already paid |
{{ document.currency }} |
Currency code |
{{ document.po_number }} |
Purchase order number |
{{ document.notes }} |
Notes field |
Contact
These tags refer to the customer receiving the email.
| Tag | What it outputs |
|---|---|
{{ contact.first_name }} |
Contact's first name |
{{ contact.full_name }} |
Contact's full name |
{{ contact.email }} |
Contact's email address |
{{ contact.tax_id }} |
Contact's tax ID |
Account
These tags refer to your own business details.
| Tag | What it outputs |
|---|---|
{{ account.business_name }} |
Your business name |
{{ account.email }} |
Your account email |
{{ account.phone_1 }} |
Your phone number |
{{ account.web }} |
Your website |
Links
These tags insert URLs that Quaderno generates for each contact.
| Tag | What it outputs |
|---|---|
{{ permalink }} |
Direct link for the contact to view the document online |
{{ billing }} |
Link to the contact's full billing history |