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Beagle Software
All topics 35

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: every organisation starts with the standard wording already in place, so customers see exactly what they saw before, until you decide to change it.