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Customer email guide

Invoice & quotation emails

Customisable opening message

What you can customise

When you send an invoice or quotation to a customer, BeagleCRM emails them a short message followed by a summary of the document and the PDF attachment. You can edit the opening message of each email from the Email templates card in Organisation Settings. Two rich-text editors are provided — one for invoices, one for quotations. Leave a message blank to fall back to the default wording.

You control
  • The greeting and intro paragraphs at the top of the email.
  • Insert the customer's name anywhere with {{customer_name}}.
Added automatically
  • The summary block (number, dates, item count and total).
  • The PDF attachment, sign-off and support/contact footer.

You don’t have to set anything up: both editors start empty, and while an opening message is blank BeagleCRM sends the standard wording for you, so customers see exactly what they saw before, until you decide to change it.