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Email Templates

Rachel Craft

Hi, we're using Sugar 25.2.0 Sell Advanced in the Cloud and I'm looking for some help with the email templates module.  

My team need to send out offer letters, at the moment we're using the Quotes Module to generate an XL sheet via doc merge so they can screenshot an image of the table, which is not ideal and quite faffy for them to do.  This is usimg custom fields.  

I was wondering if there was a way of adding either the Quotes Module or Opportunity module to the variables list so I can build a template for them to send out via email straight from sugar.   We don't use the Leads module as it doesn't work for us.  

Thanks in Advance :-) 

Rachel 

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    Hi Luke, thank you for your help.  I'm trying to avoid using the PDF Manager and the DocMerge, they just don't seem to be able to handle what we're trying to achieve.  

    I'd like to be able to build a template within the email template module using info that we have in either the Quotes or Opportunities Modules so the offer letter info is included inline and not an attachment. 

    I was wondering if there was a setting I had wrong maybe as it alllows me to choose accounts, contacts or leads.  I am wondering if I am looking for a unicorn :-) 

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  • 0

    Hi Luke, thank you for your help.  I'm trying to avoid using the PDF Manager and the DocMerge, they just don't seem to be able to handle what we're trying to achieve.  

    I'd like to be able to build a template within the email template module using info that we have in either the Quotes or Opportunities Modules so the offer letter info is included inline and not an attachment. 

    I was wondering if there was a setting I had wrong maybe as it alllows me to choose accounts, contacts or leads.  I am wondering if I am looking for a unicorn :-) 

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  • 0 in reply to Rachel Craft

    Hi  ,

    The only way to build variable-based templates off of Opportunities or Quotes natively in Sugar is in the Process Email Templates module for use within SugarBPM. However, those email templates are not designed to handle the recursive nature of populating a varying number of line items associated with each of those module records (i.e. revenue line items on an opportunity and quoted line items on quotes). 

    If you don't have a need to populate line item information in the template from either module, then you could design the email template for that module and create a process definition to email the individual(s) the appropriate template when you are ready to send an offer letter. 

    If you do have a need to populate line item information, I recommend using doc merge to generate the desired file content. You can use SugarBPM to automatically generate the doc merge file and email it to the appropriate recipient which would alleviate the need for the manual steps you described. Just as with manual doc merges, you can optionally choose to have the document generated as a PDF. The file would be sent as an attachment on the email to the recipient, so while it may not look like the emails you send today, the time saved may be worth the effort.

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year