Customize email, note and terms wording

Business management · Updated Sep 11, 2026 4:24 AM UTC

Reusable wording makes communication faster and more consistent.

How to use it

Open Communication templates, choose the message type and edit the allowed text and placeholders. Preview before saving. Manage reusable notes and terms on the web and apply them in quote editors. Keep required links and essential information intact.

Example

Add a preparation note asking customers to clear access to the work area.

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Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.