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How to use an email template

Once you've set up your email templates (covered in another support doc), you can send emails.

Navigate to the detail view of a company, contact, show, quote, invoice or contract. Here you find the E-mails panel:

After clicking "new", a dialog opens where you can write an email.

When you've created a template for the section that you are in, you can fill the email body from your template:

By choosing the "Send invoice"-template, you can take the information from your invoice and fill it into the merge fields. Our example template:

Will give you this draft text:

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