Copy Email Templates

Bernd Auer www.pd-experts.com
Bernd Auer www.pd-experts.com Community Driver Posts: 369
100 Comments 25 Up Votes Second Anniversary 5 Likes

It would be very usefull if you are able to copy email templates. Very often you would use a structure like: 

Subject: Quotation for [company name],

Hi [first name],

Thank you for your interest in [product]. Please find the spedifications attached.

Best Regards
[sender name]

Sometimes, the emails are much more complexe. If you have many products you have to recreate them from the scratch. So beeing able to simpy copy and and exchange the title and (in this example the attachement) would save a lot of time.

 

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

    Hi @Bernd Auer 

    Perhaps it's because it's late but I'm not fully understanding. You can already just use the template. The title also has fields that can change depending on the contact/org.

    And then you would just need to exchange the attachment. 

  • Jakob Kocur
    Jakob Kocur Posts: 1
    edited March 2021 #3

    I would need this as well.

  • Zak Gottlieb
    Zak Gottlieb Posts: 3
    edited July 20 #4

    Also want this, so I can make edits to create a new template easily. Copy/pasting misses out merge fields, inline images and other important things. @Mike van der Valk does it make sense now?