Emails Templates

Added Client Email Templates

  • Added Client Invitation (Send invitations to new clients)
  • Added Invoice Sent (Notify clients when an invoice is sent)
  • Added Invoice Reminder (Remind clients about pending invoices)
  • Added Invoice Payment Success (Confirm successful invoice payments)
  • Added Meeting Booking Confirmation (Confirm client meetings)
  • Added Meeting Cancellation (Notify clients of canceled meetings)
  • Added Meeting Rescheduled (Inform clients about rescheduled meetings)
  • Added Support Ticket Created (Acknowledge new support tickets)
  • Added Support Ticket Reply (Notify clients of support responses)
  • Added Document Signing Request (Request client signatures on documents)
  • Added Document Invitation (Invite clients to view or sign documents)
  • Added Form Submission (Notify clients of form submission confirmations)
  • Added Service Order Payment (Confirm service order payments)
  • Added Deal Email Sequence (Automate deal-related email communications)
  • Added Project Client Assignment (Notify clients about project assignments)
  • Added Inbox Auto Reply (Automatically reply to client emails)
  • Added Deal Meeting Client Notification (Notify clients about deal meetings)

Added Team Notification Templates

  • Added Team Member Invitation (Invite team members to the workspace)
  • Added Meeting Booking (Admin) (Notify admins of new meetings)
  • Added Meeting Reminder (Send reminders for upcoming meetings)
  • Added Project Task Assigned (Notify team members of assigned tasks)
  • Added Project Task Completed (Notify when tasks are completed)
  • Added Deal Assigned (Notify team members of assigned deals)
  • Added Task Assigned (Notify users of task assignments)
  • Added Project Task Comment (Notify users of comments on tasks)
  • Added Project Discussion Message (Alert users about project discussions)
  • Added Project Manager Assigned (Notify when a project manager is assigned)
  • Added Project Mention (Alert team members when mentioned)
  • Added Deal Task Assigned (Notify about assigned deal tasks)
  • Added Deal Task Completed (Notify about completed deal tasks)
  • Added Deal Meeting Completed (Notify when deal meetings conclude)
  • Added Task Mention (Notify when mentioned in a task)
  • Added Conversation Invitation (Invite team members to join conversations)

Added My Templates

  • Added Quotation Due Reminder (Remind clients about upcoming quotation deadlines)
  • Added Invoice Due Reminder (Remind clients about pending invoices)
  • Added Invoice Overview (Provide a summary of invoices)
  • Added Quotation Sent (Notify clients when a quotation is sent)
  • Added Send Invoice (Send invoices directly to clients)