Email templates

Every proposal you send comes with an email, and you shouldn’t have to write it from scratch each time. Email templates let you set up the emails your clients receive once, in your own words, with variables that fill in the client’s name, the proposal title and the link for you.

Where to find them

Go to Settings / Email Templates. There are three tabs, one for each email:

  • Proposal Send Email: the email your client receives with their proposal.
  • Thank You Email: the email your client receives after accepting their proposal.
  • Voided Proposal Email: the email your client receives when you unlock a proposal they had already signed.

Each template has a Subject and a Body. Your changes save automatically.

What the default templates say

New accounts start with these three emails. The words in brackets are variables: Nusii replaces them with the real details when the email goes out. Rewrite the rest in your own words.

  1. Proposal Send Email Sent with every proposal
    Subject: You've received your proposal! Dear [Client's First Name], The proposal you requested for [Client's Business] is ready and can be viewed here: [Proposal's Public Link] If you have any queries, be sure to contact us. Kind regards, [Proposal's Prepared by Name]
  2. Thank You Email Sent when your client accepts
    Subject: Thanks for accepting our proposal [Client's First Name]. Dear [Client's First Name], Just a quick note to say we'll be in contact shortly to finalize details before beginning work. Kind regards, [Proposal's Prepared by Name] [Our Company Name]
  3. Voided Proposal Email Sent when you unlock a signed proposal
    Subject: Nusii - [Proposal's Title] has been edited and therefore voided. Dear [Client's First Name], This is just to let you know that the proposal, [Proposal's Title] has been changed since you signed. This voids the current agreement. As soon as the updated version is ready you will receive an email with a link to the latest version of the proposal. For any questions please contact [Our Email]

Proposal Send Email

This is the starting point for the message in the Send Proposal window. When you send a proposal, the subject and message are filled in from this template, and you can still change them for that one proposal before you send it.

Wrote a message you’d like to reuse? Tick Save as template at the bottom of the Send Proposal window. Your message becomes the new Proposal Send Email template.

When you send a proposal to several people, each recipient gets their own email, so the Recipient’s Name variable greets every one of them by name.

Thank You Email

This email goes to your client right after they accept the proposal. Two options control it:

  • Enable this email template: tick it to send the thank you email. Leave it unticked if you’d rather follow up yourself.
  • Include proposal as a PDF: attaches the accepted proposal as a PDF, so your client has a copy for their records.

The thank you email is sent to the proposal’s client.

Voided Proposal Email

When you unlock a proposal your client already signed, so you can edit it, the signatures are removed and the proposal has to be signed again. This email tells your client about it, and only goes out when your client had signed. Use it to explain what changed and what they need to do next. Read more in Editing an Accepted Proposal.

Using variables

Variables are placeholders that Nusii replaces with real details when the email goes out. Insert them from the variables menu in the editor. You can use:

  • Links: Proposal’s Public Link, Proposal’s Public URL
  • Your client: First Name, Last Name, Full Name, Email, Business, Telephone, Address, City, Postcode, Country, State, Web, Role and VAT number
  • The proposal: Title, Expires At, Prepared by Name and Prepared by Email
  • Your company: Our Company Name, Our Website and Our Email
  • Today’s date
  • Recipient’s Name and Recipient’s Email, in the Proposal Send Email only

Always include the Proposal’s Public Link (or URL) in your send email, so your client can open the proposal. See How to Use Variables in Nusii for more on variables.

Who can edit email templates

Everyone on your team can edit the email templates, except team members with a custom permission role. For them, turn on Manage email templates in their role. See Custom Permissions.

The sender address

Email templates control what your emails say. Who they come from is set separately: see Send Proposals With Your Own Email Address to send from your own domain, and Changing the Email Address on a Proposal for the address shown on the proposal itself.

If you have any questions, just ping us below. We’ll be happy to help!