Email Templates

Email Templates

Email templates define the content and layout of automated emails sent by Quickenerp. They use a powerful templating system with dynamic placeholders.

Navigation

Go to Settings > Technical > Email Templates (developer mode required). This lists all system email templates organised by module.

Key System Templates

Editing an Email Template

You can customise any template to match your brand voice:

1. Open the template from the list.
2. Subject – Use placeholders like Quotation {{object.name}} from {{object.company_id.name}}.
3. Recipients (To) – Usually {{object.partner_id.email}} for the customer's email. Can be multiple addresses separated by commas.
4. Body (HTML) – Rich HTML content with placeholders. Use the visual editor or edit HTML directly.
5. Available Dynamic Placeholders (via the "Placeholders" dropdown):

• {{object.name}} – Record name (e.g. quotation number).
• {{object.partner_id.name}} – Customer name.
• {{object.user_id.name}} – Salesperson name.
• {{object.company_id.name}} – Your company name.
• {{object.company_id.phone}} – Your phone number.
• {{object.company_id.email}} – Your email address.
• {{object.company_id.website}} – Your website URL.
• {{object.company_id.logo}} – Your company logo image.

Creating a Custom Template

1. Click Create.
2. Enter a Name (e.g. "Customer Welcome Email").
3. Select the Model – this determines which record's fields are available as placeholders.
4. Optionally set a Language if the template is language-specific.
5. Compose the subject, body, and recipient fields with placeholders.
6. Save and use the template in automated actions or server actions.

Testing an Email Template

To test a template before using it in production:

1. Open the template.
2. Click Test Send.
3. Select a record of the template's model (e.g. a specific quotation to test the quotation template).
4. Enter your email address as the recipient.
5. Click Send. You receive the email exactly as the customer would see it.