Taskip allows you to send quotations to your clients using pre-designed email templates. This feature helps ensure every communication is consistent, professional, and aligned with your brand voice.

Steps to Send a Quotation with a Custom Email Template #

1. Navigate to the Quotations Section

• From the left-hand sidebar, click on Quotations
• Find the quotation you want to send from the list

2. Open the Send Options

• Click the dropdown menu (three-dot icon) associated with the quotation
• Choose Send to client

3. Select a Sending Schedule

• A modal will appear with a dropdown to select when to send:
  • Send Now
  • Send Later (if scheduling is supported)

4. Toggle the “Send Custom Template” Option

• Activate the Send Custom Template switch
• A search bar will appear below the toggle

5. Choose a Quotation Email Template

• Use the search bar to find your preferred template
• Select the template you want (e.g., “Quotation Proposal”, “Follow-Up Quotation”)
• This template will be used in the email body

6. Send the Quotation

• Click the Send to client button
• The selected quotation will be emailed to the client using your chosen template

Benefits of Using Email Templates for Quotations #

• Ensure consistent branding in all client communication
• Save time with reusable, well-formatted layouts
• Personalize messages using dynamic tags like client name, quotation amount, and deadline
• Improve professionalism and client trust

Best Practices #

• Create multiple templates for different quotation scenarios (initial pitch, follow-up, urgent request)
• Use dynamic placeholders like {{Client_name}}, {{Quote_url}}, {{Due_date}} to personalize the message
• Review and test your templates before sending them live to ensure accuracy and branding

Frequently Asked Questions (FAQ) #