Predefined Templates

Jacktrade provides predefined templates for almost all the modules that you can use. The following are predefined templates per module which are non-editable.

 

Customers - Predefined Templates

Customers - Assignment Notifications (Non-Editable)

  1. Template Name - Reminder: Event Coming Up - Conversation

Email Subject - Reminder: Event Coming Up - Conversation

Email Body - Hi {{ASSIGNED_RESOURCE_FIRST_NAME}},

There is an upcoming event for you. Please see the event details below:

Event Type: Conversation

Event Title: {{CONVERSATION_TITLE}}

Description: {{CONVERSATION_BODY}}

When:{{CONVERSATION_START_DATE}} at {{CONVERSATION_START_TIME}}.

Regards,

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Quotes - Predefined Templates

Quotes - Assignment Notifications (Non-Editable)

  1. Template Name - Assign Resource to Meetings for Quote

Email Subject - Meeting Assignment - {{MEETING_TYPE}} for {{QUOTE_ID}} - {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body - Hi {{MEETING_RES_FIRST_NAME}},

The following meeting has been assigned to you. Please see details below:

Meeting: {{MEETING_TYPE}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Quote Id: {{QUOTE_ID}}

Date and Time: {{START_DATE}} to {{END_DATE}} at {{START_TIME}} to {{END_TIME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

  1. Template Name - Assign Sales Agent to Quote

Email Subject - New Quote Assignment - {{QUOTE_ID}} for {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body - Hi {{SALES_AGENT_NAME}},

The following Quote has been assigned to you. Please see details below:

Quote Id: {{QUOTE_ID}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Date: {{DATE}}

Location: {{LOCATION_NAME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Jobs - Predefined Templates

Jobs - Assignment Notifications (Non-Editable)

  1. Template Name - Assign resource to Meeting for Job

Email Subject - Meeting Assignment - {{MEETING_TYPE}} for {{JOB_ID}} - {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body - Hi {{MEETING_RES_FIRST_NAME}},

The following meeting has been assigned to you. Please see details below:

Meeting: {{MEETING_TYPE}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Job ID: {{JOB_ID}}

Date and Time: {{START_DATE}} to {{END_DATE}} at {{START_TIME}} to {{END_TIME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

  1. Template Name - Assign sales agent to Job

Email Subject - New Job Assignment - {{JOB_ID}} for {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body - Hi {{SALES_AGENT_NAME}},

The following Job item has been assigned to you. Please see details below:

Job Id: {{JOB_ID}}

Customer Name: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Date: {{DATE}}

Location: {{LOCATION_NAME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Procurement - Predefined Templates

Procurement - Assignment Notification (Non - Editable)

  1. Template Name - PO Bill to Assign

Email Subject - Purchase Order - Assignment - {{PO_ID}} for {{SUPPLIER_BUSINESS_NAME}}

Email Body - Hi {{BILL_TO_FIRST_NAME}},

The following Purchase Order has been created and assigned to you. Please review and follow-up on the item.

PO Details

Purchase Order: {{PO_ID}}

Supplier: {{SUPPLIER_BUSINESS_NAME}}

Amount: {{PURCHASE_ORDER_TOTAL_PRICE}}

Expected Delivery Date: {{PURCHASE_ORDER_EXPECTED_DELIVERY_DATE}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

  1. Template Name - PO Ship to Assign

Email Subject - Shipment Notification - Assignment - {{PO_ID}} for {{SUPPLIER_BUSINESS_NAME}}

Email Body - Hi {{SHIP_TO_FIRST_NAME}},

Please note that the following Purchase Order is coming your way. PO Details

Purchase Order: {{PO_ID}}

Supplier: {{SUPPLIER_BUSINESS_NAME}}

Amount: {{PURCHASE_ORDER_TOTAL_PRICE}}

Expected Delivery Date: {{PURCHASE_ORDER_EXPECTED_DELIVERY_DATE}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Opportunities - Predefined Templates

Opportunities - Assignments Notification (Non-Editable)

  1. Template Name - Assign Sales Agent to Opportunities

Email Subject - New Opportunity {{OPPORTUNITY_ID}} Assignment in {{OPP_BOARD_NAME}}

Email Body - Hi {{ASSIGNED_RESOURCE_FIRST_NAME}},

The following Opportunity item has been assigned to you. Please see details below:

Opportunity: {{TITLE}}

Opportunity Id: {{OPPORTUNITY_ID}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Forecast Date: {{FORECAST_CLOSE}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}