Email & Webhooks
Email Templates
Customise the email body sent to clients when you send quotes for signature or invoices by email. Supports placeholders for dynamic content.
Email delivery itself (SMTP or Resend) is configured at the instance level via environment variables, not from this page. See Docker Installation.
A template you customise here is always sent exactly as written, in whatever language you wrote it — it is not translated per recipient. See Document Language for the automatic translation that applies to the built-in default template.
Webhooks
Configure webhook endpoints to receive real-time events (e.g. DOCUMENT_SIGNED, DOCUMENT_SETTLED — one generic event family shared by every document type, not a quote.*/invoice.* pair per type). See the Webhooks developer guide for event types and payloads.