Communicating with customers

The e-mail module allows you to send e-mails and estimates and invoices using smart templates. With these templates you can communicate in a personal way, without having to type a lot of text.

Mail merging with variables

Use variables in your e-mail templates, and these will be automatically replace with relevant content. So there's variables for the firstname, lastname, address of the customers, but also date and time variables for when events are held.

Attachments

You can add default attachments, like your terms of service or a brochure, to be automatically added to each e-mail.

Communication log (sent items)

All e-mail communication to customers from inside an order are neatly stored as 'sent items' in your order, so you maintain a customer communication history on a per-order basis.