Email Templates

How to customize emails sent from Agiled?

Agiled gives you complete control over the emails sent from your account to your client, employees and even yourself.

You can edit templates for almost every part like

• CRM
• HRM
• Finance
• Proposals
• Contracts
• Tickets
• Payroll
• Events

To change your email template go to Settings - Email Templates

How to customize email template?

You can change subject and body of the email and use Variables to customize email for your recipients. 

To change Subject Enter your Subject line in the Subject portion and use Variables from the drop down where necessary.

To change body of the email add text, image, videos table or any other rich text to your email and customize your email with a long list of variables. 

To quickly switch between different sections choose a different tab from the top bar as shown in the picture below.