Accounting Ideas

Document Emails - Personalized Templates

Most SaaS platforms offer a template placeholder on email templates to personalize invoices, quotes and estimates that are sent out. I'm very surprised this isn't supported in Sage50 Cloud Accounting.

Something like this:

Hello [[customer-firstname]],

Your invoice for [[month-last]] is ready!

Where the information in the [[]] are automatically filled with the appropriate information really helps polish the customer experience.

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  • Jul 13 2021
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