Forum Discussion

MrElectro's avatar
MrElectro
Contributor 2
23 days ago

Email Templates

It would be hugely beneficial if Jobber had the ability to create different email templates that could be selected when sending, quotes, invoices and emailing clients.

 

Sometimes depending on the quote we need a different opening email when sending and currently have to delete the template message and write or copy and paste a different one.

 

Seems like a basic function that our previous CRM had but would reduce admin massively and add huge benefit when sending communication to clients.

 

We had around 3-4 template emails for quotes, invoices and generic and all we had to do on our previous CRM was select the template from a dropdown 

client communications

3 Replies

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  • krista's avatar
    krista
    Jobber Support Team
    23 days ago

    Hi there, thank you for this feedback. That sounds like a great idea, we would love to know more about each templates use case, and how you would like to see it in your workflow. Jobber is made by the voice of our customers and features that get asked for a lot are the ones considered for future iterations. When convenient please reach out to our Success team at 1-888-721-1115 option 1 or mailto:support@getjobber.com and we would be happy to pass it along to the team. 

  • vlang's avatar
    vlang
    Contributor 2
    17 days ago

    Great idea!  That would be doubly helpful if the ability to attach general documents to different templates was included.  Thinking spec sheets, or different contracts depending on the service.

  • krista's avatar
    krista
    Jobber Support Team
    23 days ago

    Hi there, thank you for this feedback. That sounds like a great idea, we would love to know more about each templates use case, and how you would like to see it in your workflow. Jobber is made by the voice of our customers and features that get asked for a lot are the ones considered for future iterations. When convenient please reach out to our Success team at 1-888-721-1115 option 1 or mailto:support@getjobber.com and we would be happy to pass it along to the team.