Forum Discussion

MrElectro's avatar
MrElectro
Contributor 2
2 months 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

4 Replies

  • vlang's avatar
    vlang
    Contributor 2
    2 months 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
    2 months 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. 

    • VitalSine's avatar
      VitalSine
      Contributor 2
      9 days ago

      Hi Krista,

      This isn't my original post but I second MrElectro's idea.

      To answer your question though, different email templates for quotes would be helpful to provide a bit more detail in the body of the email for a specific type of product or service. 

      In my experience, I have found that I'v been able to build more trust and rapport with customers when I provide a bit more detail in the body of the email containing the quote, not just the details within the quote. I've thought a lot about this as I provide extremely detailed quotes, however, in the body of an email, it makes people feel like they're actually being talked to by a vendor trying to assist them - not just a vendor trying to sell to them, if that makes any sense.

  • krista's avatar
    krista
    Jobber Support Team
    2 months 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.