---
title: Alternative Email Templates - User Guide
description: Alternative Email Templates - User Guide
---
[Skip to content](https://learn.getservicebox.com/alternative-email-templates-user-guide#main-content)
English
Show submenu for translations
[](https://learn.getservicebox.com/knowledge-base?hsLang=en)
Open main navigation
Close main navigation
- English
Show submenu for translations
How can we help you?
- There are no suggestions because the search field is empty.
1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en)
3. [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
# Alternative Email Templates - User Guide
## Customize and streamline customer communications using ServiceBox’s Alternative Email Template feature for quotes, work orders, and invoices.
### **Summary**
Ever need to send out different kinds of emails to customers for quotes, work orders, and invoices? You can now do this more efficiently with ServiceBox’s *Alternative Email Template* feature. Each email template can include organization-specific branding, including your own logos and customized body content.
There are two main steps to configure these new email templates in your ServiceBox site:
1. Set up the templates for each section (Quotes, Work Orders, Invoices) inside your Settings screen.
2. Choose and apply a template when sending emails. You can preview and edit the email before sending.
Instead of rewriting default email content each time, you can now create reusable templates that maintain consistency in branding and improve your customer experience.
### How to Set Up Alternative Email Templates in Settings
ServiceBox allows you to create Alternative Email Templates for Quotes, Work Orders, and Invoices. The setup process is the same across each section. Below is an example using Quotes.
1. Go to **Settings** \> **Quotes** \> **Email Setup**.
You’ll see your current *Default Email Template*. If you’re a new customer, we recommend setting this up first.
2. Click on **Alternative Email Templates**.
3\. This section will initially be blank. Click **Add Template** to create a new one.
4\. Fill in the template name and body content. The system will save it for future use.
5\. After setup, you’ll see your templates listed. You can edit (pencil icon) or delete (trash icon) any template.
### How to Use Email Templates in Quotes
Once your templates are set up, you can easily use them while emailing quotes.
1. Go to **Quotes** \> select and **Edit** a quote.
2. Navigate to the **Email** section.
3. Click on **Select Email Template**.
4. Choose the relevant template (e.g., "Quote For Review"). The email body will auto-populate with your template content.
5. Click **Send Email**.
This streamlines the process and reduces the likelihood of human error when sending emails.
### **Need Help?**
If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.
- [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en#main-content)
- [Accounting Integrations](https://learn.getservicebox.com/video-learning?hsLang=en#accounting-integrations)
- [FAQs](https://learn.getservicebox.com/faqs?hsLang=en)
- [Getting started](https://learn.getservicebox.com/getting-started?hsLang=en#main-content)
- [User Guides](https://learn.getservicebox.com/getting-started?hsLang=en#user-guides)
- [ServiceBox Mobile](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#getting-started)
- [User Guide Technician](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-technician)
- [User Guide Admin](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-admin)
- [FAQ](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#faq)
- [New Release](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#new-release)
- [Invoices](https://learn.getservicebox.com/invoices?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/invoices?hsLang=en#getting-started)
- [Advanced Functionality](https://learn.getservicebox.com/invoices?hsLang=en#advanced-functionality)
- [User Guide](https://learn.getservicebox.com/invoices?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/invoices?hsLang=en#faq)
- [Quotes](https://learn.getservicebox.com/quotes?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)
- [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/quotes?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/quotes?hsLang=en#faq)
- [Work Orders](https://learn.getservicebox.com/work-orders?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/work-orders?hsLang=en#getting-started)
- [User Guide](https://learn.getservicebox.com/work-orders?hsLang=en#user-guide)
- [Advanced Functionalities](https://learn.getservicebox.com/work-orders?hsLang=en#advanced-functionalities)
- [Work Order - FAQ](https://learn.getservicebox.com/work-orders?hsLang=en#work-order-faq)
- [Job Sites](https://learn.getservicebox.com/job-sites?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/job-sites?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/job-sites?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/job-sites?hsLang=en#faq)
- [Recurring Work](https://learn.getservicebox.com/recurring-work?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/recurring-work?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/recurring-work?hsLang=en#faq)
- [Scheduler](https://learn.getservicebox.com/scheduler?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/scheduler?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/scheduler?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/scheduler?hsLang=en#faq)
- [Timesheets](https://learn.getservicebox.com/timesheets?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/timesheets?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/timesheets?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/timesheets?hsLang=en#faq)
- [Inventory](https://learn.getservicebox.com/inventory?hsLang=en#main-content)
- [User Guides](https://learn.getservicebox.com/inventory?hsLang=en#user-guides)
- [FAQ](https://learn.getservicebox.com/inventory?hsLang=en#faq)
- [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/vendor-orders?hsLang=en#getting-started)
- [Advanced Functionality](https://learn.getservicebox.com/vendor-orders?hsLang=en#advanced-functionality)
- [User Guide](https://learn.getservicebox.com/vendor-orders?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/vendor-orders?hsLang=en#faq)
- [Reporting](https://learn.getservicebox.com/reporting?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/reporting?hsLang=en#getting-started)
- [FAQ](https://learn.getservicebox.com/reporting?hsLang=en#faq)
- [User Guide](https://learn.getservicebox.com/reporting?hsLang=en#user-guide)
- [Integrations](https://learn.getservicebox.com/integrations?hsLang=en#main-content)
- [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
- [ServiceBox Payments](https://learn.getservicebox.com/integrations?hsLang=en#servicebox-payments)
- [Product Updates](https://learn.getservicebox.com/product-updates?hsLang=en)
- [Data Services](https://learn.getservicebox.com/data-services?hsLang=en#main-content)
- [FAQ](https://learn.getservicebox.com/data-services?hsLang=en#faq)
- [QuickBooks Desktop](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#user-guide)
- [Getting Started](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#getting-started)
- [FAQ](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#faq)
- [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/quickbooks-online?hsLang=en#getting-started)
- [User Guide](https://learn.getservicebox.com/quickbooks-online?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)
- [Printing](https://learn.getservicebox.com/printing?hsLang=en)
- [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en#main-content)
- [Configuration](https://learn.getservicebox.com/sage-50-canada?hsLang=en#configuration)
- [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
- [User Guide](https://learn.getservicebox.com/sage-50-canada?hsLang=en#user-guide)
- [First Steps for ServiceBox Users](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#faq)
- [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#getting-started)
- [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
- [FAQ](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#faq)
- [Advanced Functionality](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#advanced-functionality)
- [Customer](https://learn.getservicebox.com/customer?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/customer?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
- [Notes](https://learn.getservicebox.com/notes?hsLang=en)
- [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/to-dos?hsLang=en#getting-started)
- [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
- [Vendor](https://learn.getservicebox.com/vendor?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/vendor?hsLang=en#user-guide)
[![sblogo-whiteandtransparent120x30\[8666\]](https://learn.getservicebox.com/hs-fs/hubfs/sblogo-whiteandtransparent120x30%5B8666%5D.png?width=120&height=30&name=sblogo-whiteandtransparent120x30%5B8666%5D.png "sblogo-whiteandtransparent120x30[8666]")](https://learn.getservicebox.com/knowledge-base?hsLang=en)
Copyright © 2026