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Email

Create email signatures and templates

Save signatures and ready-made messages, with details like the customer's name filled in for you.

About 1 minUpdated 5 Nov 2026

Create a signature

  1. Go to Settings → Email → Signatures and click New signature.
  2. Give it a name, such as Sales team.
  3. Write the signature. You can format text and add links.
  4. To add your logo or a picture, click Image. Use a PNG, JPG or GIF under 1 MB.
  5. Tick Use by default to add it to every email.
  6. Click Save signature.

Create a template

  1. Go to Settings → Email → Templates and click New template.
  2. Give it a name, such as Invoice reminder.
  3. Choose where it can be used: All modules, Sales, Purchases or Transfers.
  4. Write the subject and message. Click Image to add a picture. Insert fields that fill in when you send.
  5. Choose a signature, or leave Default signature.
  6. Tick Pre-select when sending to choose it automatically for that kind of order.
  7. Click Save template.

Fields you can use

FieldFills in with
{{customer_name}}The contact's name
{{company_name}}Your business name
{{doc_number}}The order number, such as SO-0045
{{doc_type}}The kind of document, such as invoice or purchase order
{{total}}The order total
{{due_date}}The due date
{{sender_name}}Your name

For example, {{doc_type}} {{doc_number}} from {{company_name}} becomes Invoice SO-0045 from Acme Ltd.