Email

Email settings, domain names, email signatures, and notification templates.

Written By Victor Raessen

Last updated 4 days ago

Messaging

Salesbuildr sends automated emails when quotes are delivered, approved, declined, or when customers are invited to log in. All templates are fully customizable with merge fields. You can also send marketing emails directly to contacts.

Email settings

The Settings tab configures the default email addresses used when sending emails from Salesbuildr.

Default 'from' address — The sender address shown on outgoing emails (e.g., demo-victor@salesbuildr.com)
Default recipient for leads — Where lead notifications are sent
Admin contacts — Company contacts who receive admin-level notifications

Click Send test email to verify your configuration.

Email Settings tab showing default from address, default recipient for leads, admin contacts, and Send test email button — Admin > Email > Settings — Mar 1, 2026

Domain names

The Domain Names tab manages the email sending domains for your Salesbuildr instance. Adding and verifying a custom domain improves email deliverability and prevents outgoing emails from being flagged as spam.

Click Create New to add a domain. Each domain shows its verification status — you may need to add DNS records (SPF, DKIM, DMARC) to complete verification.

Domain Names tab showing verified domain salesbuildr.com with Create New button — Admin > Email > Domain Names — Mar 1, 2026

Email signatures

Email signatures are added to outgoing quote emails. They are managed at the company level — not per user.

Managing signatures

Navigate to Admin > Email > Signature to create and manage signatures. Each signature has:

Name — A label to identify the signature
Header — HTML content that appears above the quote content in the email
Footer — HTML content that appears below (the actual signature block)

Email signatures management page with Name and Actions columns — Admin > Email > Signature — Mar 1, 2026

Create New Email Signature dialog with name, default toggle, header and footer rich text editors — Admin > Email > Signature > New — Mar 1, 2026

You can create multiple signatures for different purposes (e.g., formal vs. informal) and set one as the default. When sending a quote, the default signature is pre-selected but can be changed.

Tip: Avoid duplicating information that's already in your outgoing email template. If your email template includes your name and company, the signature should complement it — not repeat it.

AI-generated signatures

If OpenAI is enabled for your account, you can paste an existing email signature and Salesbuildr will reformat it automatically using AI.

Email templates

Salesbuildr sends emails at various points in the quote lifecycle. Each email type has a default template that you can customize.

Built-in email categories

Category	Templates
External quote notifications	Approval request, additional contact approval, retracted quote, expiring reminder, thank you / order confirmation
Internal notifications	Internal approval request, and other admin alerts
Sign-up	Email verification, invitation, internal user invitation

Customizing email templates

Navigate to Admin > Email > Templates to edit built-in templates. Each template has:

Subject — Supports merge fields (e.g., {{quote.name}})
Body — Rich text HTML with merge fields
CC / BCC — Additional recipients
Attach PDF — Toggle to include a PDF version of the quote
Localization — Translate subject and body per language

Email template editor with subject, CC/BCC fields, rich text body editor, and live preview panel — Admin > Email > Templates > Edit template — Mar 1, 2026

Available template parameters with variable names and example values Feb 20, 2026

Custom email templates

You can create custom email templates for two purposes:

Custom approval emails — Override the default approval notification with a branded email
Marketing emails — Create promotional or informational email templates to send to contacts (see Snippets)

Custom quote email templates list with Create button — Admin > Email > Templates > Quotes — Mar 1, 2026

Marketing email templates list with Create button — Admin > Email > Templates > Marketing Email Templates — Mar 1, 2026

Manage marketing email templates at Quotes > Marketing Email Templates.

Template variables (merge fields)

All email templates, cover pages, and content widgets support Handlebars merge fields. Click the variables panel in the editor to browse available fields and click to insert.

Available variable categories:

Category	Examples
Recipient	`{{recipient.firstName}}`, `{{recipient.lastName}}`, `{{recipient.company}}`, `{{recipient.email}}`, `{{recipient.phone}}`, `{{recipient.role}}`
Quote	`{{quote.number}}`, `{{quote.name}}`, `{{quote.link}}`, `{{quote.poNumber}}`, `{{quote.expiresAt}}`, `{{quote.note}}`
Quote owner	`{{quote.owner.fullName}}`, `{{quote.owner.email}}`, `{{quote.owner.role}}`, `{{quote.owner.company}}`, `{{quote.owner.bookADemoUrl}}`
Quote creator	`{{quote.creator.fullName}}`, `{{quote.creator.email}}` (same fields as owner)
Quote contact	`{{quote.contact.firstName}}`, `{{quote.contact.lastName}}`
Company	`{{company.name}}`, `{{company.address.}}`, `{{company.taxId}}`, `{{company.accountManager.}}`
Company UDFs	`{{company.udf.*}}` — Custom data points defined per company
Servicing branch	`{{servicingBranch.name}}`, `{{servicingBranch.address.*}}`
Sender / User	`{{sender.fullName}}`, `{{user.fullName}}`

Handlebars helpers:

Conditional: {{#if quote.total.month}}...{{/if}}
If/else: {{#if user}}{{user.fullName}}{{else}}an anonymous user{{/if}}
Iteration: {{#each quote.items}}<li>{{quantity}}x {{title}}</li>{{/each}}
Date formatting: {{date fieldName "format"}}