Email Templates

Customize automated email notifications

How it works: Email templates are automatically sent when specific events occur (e.g., project created, stage completed). Use placeholders like {{client_name}} to personalize each email.

Action Item Assigned

Subject: New action item needed for {{project_name}}

Client

Project Reactivated

Subject: Project Reactivated: {{project_name}}

Client

Project Cancelled

Subject: Project Cancelled: {{project_name}}

Client

Document Uploaded

Document Uploaded

Subject: New Document Available - {{project_name}}

Client

Invoice Paid

Invoice Paid

Subject: Payment Received - Invoice {{invoice_number}}

Client

Contract Signed

Contract Signed

Subject: Contract Signed - {{project_name}}

Project Manager

Stage Rejected - Feedback Received

Stage Rejected

Subject: Stage Rejected: {{stage_name}} - {{project_name}}

Project Manager

Stage Approved

Stage Approved

Subject: Stage Approved: {{stage_name}} - {{project_name}}

Project Manager

Invoice Sent

Invoice Sent

Subject: Invoice {{invoice_number}} - {{project_name}}

Client

Contract Sent

Contract Sent

Subject: Contract Ready for Signature - {{project_name}}

Client

Project Completed

Project Completed

Subject: Congratulations! Your project "{{project_name}}" is complete!

Client

Deadline Reminder

Deadline Approaching
3 days before

Subject: Reminder: Project deadline in {{days_remaining}} days - {{project_name}}

All Stakeholders

Stage Completed - Approval Needed

Stage Completed

Subject: Action Required: {{stage_name}} stage completed - {{project_name}}

Client

Welcome - Project Created

Project Created

Subject: Welcome! Your project "{{project_name}}" has been created

Client

Client Document Uploaded

Client Doc Uploaded

Subject: Client Document Uploaded - {{project_name}}

Admin

Project Update Posted

Project Update

Subject: New Update - {{project_name}}

Client

Invoice Overdue Reminder

Invoice Reminder

Subject: Overdue Payment Reminder - Invoice {{invoice_number}} ({{days_overdue}} days past due)

Client

Contract Signature Reminder

Contract Reminder

Subject: Reminder: Contract Awaiting Your Signature - {{project_name}}

Client