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How to create reusable email, legal & CGV templates

Stop rewriting the same content for every deal.

Steps

  1. Go to Settings → Templates.

  2. Choose a type : Email (for sending quotes), Legal Notice, or Terms & Conditions (CGV).

  3. Write the content (HTML supported) and insert dynamic variables that auto-fill client/deal data.

  4. Optionally set a default email template for sending.

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