You can now create any number of custom email templates to use when you are sending emails, invoices, deal memos, or quotes.

Create the template

From Settings > Templates, click the + button labelled Create Custom Template

Enter a name for your template:

This will create the template and load it in the template editor:

You can now add any combination of text and HTML to your template:

Don't forget to save!

Send an email using your template

Click Send Email from the top nav in Syngency.

Select your template from the Template dropdown:

The editor will be automatically populated with the content from your custom template:

You can then add more text to your email, or send it as-is.

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