Templates

 Templates are per-formatted modules which allows you to create a document faster.  The format helps you to standardize your documents and help creating similar document without much work.

Email Templates

Email Templates are used when emails are sent to contacts or employees. Creating templates for email messages reduces the workload involved in creating an email each time. The overall layout and format of each mail will be same and user simply needs to replace the content. Read More…

 Quotation Template

It is a model for creating sales quotations. The template includes common information such as products, price, Company logo etc, so that it does not need to be entered each time a new quotation is created. Read More…

Report Templates

Report templates help to standardize the design of reports generated on a recurring basis. Fields can be merged from different Soffront CRM objects and then these reports become available in that object’s Batch Actions. Read More…