Pre-made Email Templates

To facilitate the process of sending emails to your clients or program users, Daftra software includes ready-made email templates. You can customize these templates using placeholders and tailor them to suit the nature of your business, allowing you to send them with just a few simple clicks.

  1. Click on “Templates” from the main menu.
  2. Click on “Email Templates“.
    • The system will display a page containing many sections, including but not limited to: invoices and estimates, clients, payments, and more, each containing ready-made email templates.
  3. Click on the desired section to use a ready-made email template for it.
  4. Select the type of template you wish to use from the dropdown menu under the section.
  5. Click on the “Edit” button next to the email template description.
  6. Start editing the template as needed, using placeholders to customize the template.
    • If you want to undo all the changes made and return to the default version of the template, click on the “Reset to Default” button.
  7. Click on the “Save” button.