News & Updates

Sending Email: New Features & Improvements

April 05, 2022

As of today we're pleased to share some newly released email features and improvements inside SalesBinder. We have completely rebuilt our email composition window as well as added some new useful features.

The new email composition window

As you can see, it's very clean and easy to use. You can select your "From" email address, which is either your own email address or your company's billing email address. You can manually add multiple recipients while getting suggestions from Contacts associated with the account you're emailing, and we also automatically populate the recipient field with any Contact email addresses which you have set to automatically be included in outgoing emails. You can also BCC yourself to be sure you keep a copy of each message sent.

Customizable email templates

This is a powerful feature that enables you to create separate custom email templates based on what type of document you're emailing (invoice, estimate, sales order, purchase orders, packing list, etc).

These templates are used to pre-populate your outgoing emails using dynamic placeholders so your messages will automatically use the specific account's name, document name, document number, as well as a publicly accessible URL to view the document online.

It's a huge time saver having your outgoing emails automatically written for you, and if you'd like to add further customizations, you're always able to modify each email before sending it out. Email templates can be setup in the Settings area of your account.

Directly email your customers, prospects, and suppliers

You're now able to email your accounts directly from their account details page. This is handy when you need to send a quick message and don't need to get into your separate email software. We also automatically include any contacts associated with the account that have been set to be included in outgoing email messages so you don't have to remember who else needs to be included in each of your messages.

Posted by:
The Dev Team

Software Updates

Follow @salesbinder on Twitter to receive these updates directly.

New: Email your customers their shipping information and latest updates. https://t.co/1KPsml1Uw5
New in SalesBinder: Live shipment tracking built directly into your shipped packing lists – with support for over 50+ international shipping carriers. Just enter your tracking number and we automate the rest. https://t.co/IJZJ4m8qam
We released a beautiful new email composition window along with some new emailing features inside SalesBinder. More info here: https://t.co/Cgofag4C32
If you haven’t checked out our beautiful new website, now is your chance! https://t.co/tUoXyOEYzA 😍
“I want commend you and Salesbinder for always being open to customer comments/queries, and providing constructive feedback in every communication. Thank you!” – You’re very welcome Portia, you just made our day :)
We’ve made it easier to login if you’ve forgotten your account’s web address (subdomain). If you click on the Login link from our website, or simply go to https://t.co/lF3KUHKaQf, you can find your account by entering in your email address so there’s no confusion.
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