Email Templates

Send emails with one click using Estimate Rocket's email templates. Using Tokens, the system can insert customer names, employees, company info and more. Just tell the system what information you want to see and it automatically fills in emails with no typing required.

Creating Email Templates

1.) Select Settings from the top menu and then Email Templates.

2.) Select + Template.

3.) Fill in the following:

  • Name: (Example: Estimate Pending: Customer Follow Up)
  • Type: Leave this on All Projects.
  • To: (Example: joe@joeschmo1234.com)
  • Subject: (Example: Just Checking In)
  • Body: (Example: Hi Joe, Did you get a chance to look over the estimate?)
  • Attachments: (Example: Estimate 1)

4.) Click Save when finished.



Template Tokens allow for specific bits of information to be filled in by the system every time a new email is generated to make for true one click emailing. 

Let me show you what I mean. Instead of leaving the customer name blank in the Body of the template to be filled in manually later ("Hi __,"), you can place a Token in that blank space (“Hi {client_first_name},”). When you generate an email, the template will know to pull the client's name from the current project and insert it into the email    (“Hi Mark,”).

Example

This is how your template should look when you create it. It should contain a generic message with Tokens in place of information that will change with each project- such as the clients name.

Hi {client_first_name},

Thanks for providing us the opportunity to do business with you. You will find an estimate containing each of the products/services we are proposing to complete attached with this email. Please review the estimate and reply to this email at your earliest convenience. We look forward to doing business together. If you have any questions, feel free to contact us. Best Regards,

{current_user_name}
{account_company_name}
{account_phone_number}


When you create an email in a project, the body of the email will be filled with the pre-made message and replace the Tokens with the project specific information. 

Hi John,

Thanks for providing us the opportunity to do business with you. You will find an estimate containing each of the products/services we are proposing to complete attached with this email. Please review the estimate and reply to this email at your earliest convenience. We look forward to doing business together.If you have any questions, feel free to contact us.

Best Regards,

Tom Howard
Demo Company
978-379-7979

 

Available Tokens

Here is a list of Tokens that you can copy and paste into the To, Subject, and Body fields of your template:


* Updated 2/1/2017

{account_address1}
{account_address2}
{account_city}
{account_company_name}
{account_email}
{account_phone_number}
{account_state}
{account_zip}

{assigned_user_email}
{assigned_user_first_name}
{assigned_user_last_name}
{assigned_user_name}
{assigned_user_phone_number}

{client_company_name}
{client_email}
{client_first_name}
{client_last_name}
{client_name}
{client_phone_number}
{client_signature_block}
{client_signature}

{current_date}
{current_time}
{current_user_email}
{current_user_first_name}
{current_user_last_name}
{current_user_name}
{current_user_phone_number}

{customer_portal_url}
{customer_portal_project_url}

{estimator_email}
{estimator_first_name}
{estimator_last_name}
{estimator_name}
{estimator_phone_number}

{project_assignment_datetime}
{project_assignment_date}
{project_assignment_end_datetime}
{project_assignment_end_date}
{project_assignment_end_time}
{project_assignment_start_datetime}
{project_assignment_start_date}
{project_assignment_start_time}
{project_assignment_time}

{project_billing_address1}
{project_billing_address2}
{project_billing_city}
{project_billing_state}
{project_billing_zip}
{project_billing}
{project_customer_notes}
{project_location_address1}
{project_location_address2}
{project_location_city}
{project_location_state}
{project_location_zip}
{project_location}
{project_name}
{project_number}
{project_owner_email}
{project_owner_first_name}
{project_owner_last_name}
{project_owner_name}
{project_owner_phone_number}
{project_source}
{project_url}

{project_state}
{project_document_type}
{project_estimate_date}
{project_invoice_date}
{project_subtotal}
{project_tax}
{project_total}
{project_paid}
{project_credit}
{project_due}

{sender_email}
{sender_first_name}
{sender_last_name}
{sender_name}
{sender_phone_number}
{send_user_name}

{supervisor_email}
{supervisor_first_name}
{supervisor_last_name}
{supervisor_name}
{supervisor_phone_number}

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