All proposal templates available in your CRM are available in the ‘Proposal Templates’ section. Click on any one of them to open them as a Google Document.
You can freely edit this document to add your company information, terms & conditions, formats, fonts etc. Any changes will be reflected in all your subsequent proposal files.
All the fields enclosed between ‘#’ (e.g. #Site Address#) are dynamic fields. They will be filled when creating a proposal with customer specific data. You should avoid making any changes to them, but you can change their font style, color etc.
Email Templates #
Similar to proposal templates, you will also find all the email templates in your account listed under the ‘Email Templates’ section. Click on any one of them to open as a google document.
You can edit the email text by editing the google document. Further you can also add images, font styles etc. to the email body.
Text contained within ‘#’ symbols are dynamic data tags, will will be replaced by customer specific information – for example, #Name# etc.
When sending an email from Fuzen CRM, you can select any of these email templates to get a starting point for your email text. The file name of the google document will be used as the email subject.
The email subject as well as text of the email body can be finally edited before actually sending the email.