Help documentation

Assigning Email Templates to contacts

Add a personal touch to your invoices, order notifications and thank you mails. Make sure your clients and vendors perceive your care and commitment better, customize your emails to suit your business needs and the tone of your communication.

Overview

Associating a default template for a contact

You can associate pre-defined default or customized email templates to your contacts as desired. This includes the ones you have created and added to the Zoho Inventory gallery.

To associate templates to a contact:

Associating email templates to a contact


Customizing Email Templates

Email Notification templates

Under the ‘Email Templates’ section, you can select and assign the template from the drop down options of predefined default and custom templates for each of the following items:Invoice Notification, Purchase Order notification, Sales order notification.

To add a new Email Template:

tools you can use to make a cool custom template

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