Email Templates
Manage reusable email templates for all CRM communications — quotes, invoices, follow-ups, and custom messages. Templates support dynamic variable placeholders in both Dutch and English.
Default Templates
When your CRM workspace is created, the system seeds a set of default templates based on your configured language:
Dutch (nl)
- Offerte bevestiging — Confirms receipt of a quote request
- Offerte verstuurd — Sent when a quote is emailed
- Factuur verstuurd — Sent when an invoice is emailed
- Follow-up — General follow-up message
English (en)
- Quote confirmation — Confirms receipt of a quote request
- Quote sent — Sent when a quote is emailed
- Invoice sent — Sent when an invoice is emailed
- Follow-up — General follow-up message
Creating & Editing Templates
Go to CRM → Email Templates to manage your templates. Each template has:
| Field | Description |
|---|---|
| Name | Template identifier (e.g. "Quote follow-up") |
| Subject | Email subject line — supports variable placeholders |
| Body | Email content — supports variable placeholders and line breaks |
| Category | Organizes by type: quote, invoice, or general |
Click + Template to create a new template, or click the edit icon on any existing template.
Variable Placeholders
Placeholders are replaced with real data when the template is applied:
| Variable (EN) | Variable (NL) | Replaced With |
|---|---|---|
{{name}} | {{naam}} | Contact's full name |
{{company}} | {{bedrijf}} | Your company name |
{{deal}} | {{deal}} | Deal title |
Both double-bracket {{name}} and single-bracket {name} formats are supported for backward compatibility.
Example
Subject: Uw offerte aanvraag bij {{bedrijf}}
Body:
Beste {{naam}},
Bedankt voor uw aanvraag. We hebben uw bericht ontvangen en nemen zo snel mogelijk contact met u op.
Met vriendelijke groet,
{{bedrijf}}
Using Templates
When composing an email from the deal panel:
- Click the Use Template button
- Browse or search available templates
- Click a template to load it — subject and body are filled in
- All variables are automatically replaced with the contact's data
- Edit the content if needed, then send
Templates can also be used when sending quotes and invoices — the system automatically selects the appropriate template based on the action (quote send, invoice send, etc.).