Create individual email template in the contract

With these instructions, you can easily customize email templates in individual contracts—step by step. This is particularly helpful if you need your own specially customized email template for certain contracts.

1. Click on "New version" in the contract

2. Switch to the "MailTemplate" tab

3. The blue "i" icon shows where the email template in the contract comes from. If it says "This email template comes from the contract type," click on "Own template for contract."

4. Confirm the prompt "Use your own email template for this contract?" by clicking on the "Own template" button.

5. If "i" appears during creation, meaning "This email template comes from the contract," then a separate email template is already being used for this contract.

6. Now customize the email template specifically for this contract

7. For example, with a personalized greeting in the email

8. Finally, click on "Save."

9. The email template stored directly in the respective contract is now automatically used in contract billing.

Tip: In the shipping settings, activate the "with preview" option.
In the preview, you will then see the source of the email template in the top right corner above the email window.
There you also have the option of manually editing the email text if necessary before it is sent.