Overview | Email, SMS and Letter Templates

Templates Overview
Templates can be used through the Web Portal and the App as starting point for a new email / SMS / Letter through the CRM in Formitize.  When you open a...
Thu, 13 Apr, 2023 at 2:07 PM
How do I use my Email & SMS Templates in the App?
Templates can be used to send SMS' and Emails in the App when in a Job, Invoice and Quote by swiping right and selecting SMS or Email.  
Mon, 4 Sep, 2023 at 1:32 PM
Why am I getting a spam error when trying to send an email?
Formitize has a spam filter in place, which will stop an email from sending if the filter comes across something in the email message that has a high chance...
Tue, 30 Jan, 2024 at 3:34 PM