Communication
Email templates and logging configured for your business documents, so outbound correspondence is consistent and traceable against the record.
What this module does
Templated outbound email tied to your records.
- Branded templates for quotations and confirmations
- Outbound logging against the linked record
- Placeholder fields drawn from your data model
- Provider integration configured during delivery
Where it applies
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Templates
Branded
Configured per document type
Traceability
Logged
Attached to the record
Template library (illustrative)
| Template | Used for | Owner |
|---|---|---|
| Quotation cover | Sales | Sales admin |
| Order confirmation | Operations | Operations |
| Document request | Onboarding | Project team |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?