Email outreach

Email templates

Create reusable messages for project outreach. Templates are active immediately and are saved with each outreach when sent.

Available templates

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Create a template

New plain-text templates become active immediately and are available in a project's Email activity composer. Branded HTML templates are released with the app.

Up to 120 characters. A unique internal slug is created automatically.

Up to 200 characters.

Use plain text only. Up to 50,000 characters. HTML designs are code-managed.

Supported placeholders

Use these exact tokens in a subject or body. Unsupported or incomplete tokens cannot be saved.

{{project_name}}{{contact_name}}{{company_name}}{{agency}}{{solicitation}}{{location}}{{bid_date}}{{engineers_estimate}}{{bond_link}}{{risk_report_link}}{{contact_or_company}}{{agency_sentence}}{{solicitation_sentence}}