Turbocharge your efficiency with templates

With Vtiger Email/Print templates, you can cut down the time spent on crafting professional emails and documents. Make a statement with the customizable templates.

What are Email and Print templates?

An email template is a predesigned or preformatted email that you can use to write your own emails.

Print templates enable you to print a document or a record in a PDF format.

 

Email Templates - Personalized emails and Campaigns made easy, thanks to Vtiger!

Save time with Preloaded templates

Preloaded templates make email creation a breeze. You can create and customize emails and campaigns based on themes or blueprints. If coding is your thing, Vtiger supports editing an existing email template with HTML coding. Thumbnail view is available for email templates for easier selection.

Personalized emails for bonding

Set up email templates to automatically insert unique details. And send personalized emails to everyone on your marketing list without the overhead of tracking individual contacts. Add that personal touch and forget about mix-ups altogether.

Mobile-friendly emails? Check!

With smartphones becoming ubiquitous, people have started to rely on their phones for everything. This is why our email template designer intuitively optimizes emails for mobile devices.

 

Print Templates - Customize and print documents in a jiffy!

Awaken the designer inside you

It is so easy to add design elements to your print template that you will be compelled to unleash the artist in you. You may even add a Header and Footer while you are at it.

Create custom PDFs - Your wish is the Print Template’s command

Using a template to create PDF files couldn’t have been easier. Create customized PDFs by specifying tiny details such as page size, orientation, and filenames. You can also create watermarks for your documents.

Pull data from the CRM and add it to the PDF. Add details such as company, certain custom functions, add Esign tabs, and barcodes.

Currency and number formats

Bid adieu to your currency and number formats worries. Vtiger allows you to configure these details right from the Print Template. Specify preferred currency, number system, decimal separator, digit grouping separator, and much much more. Do you know - you can even choose to truncate the number of zeros after the decimal?

Getting to print templates made easy

You can effortlessly access your print templates through different modules, workflow email tasks, and the customer portal. While accessing the print template from the modules, you can save the records as a PDF or email with a PDF.

Sign up for Vtiger CRM to Use Wide Range of Email and Print Templates

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