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How do I manage templates in Axonaut?

By creating templates in Axonaut, you’ll save time sending emails and more. Axonaut is the tool that helps you save time managing your business. One time-saving feature we designed is task automation, featuring templates for documents, emails, signatures and activities. Here’s how to manage templates in Axonaut: To access template configuration in your account, just […]

By creating templates in Axonaut, you’ll save time sending emails and more.

Axonaut is the tool that helps you save time managing your business. One time-saving feature we designed is task automation, featuring templates for documents, emails, signatures and activities. Here’s how to manage templates in Axonaut:

To access template configuration in your account, just click on the following address: https://axonaut.com/account/config/templates

Templates available in Axonaut

  • To-do list:

You can create a to-do list using the following address: https://axonaut.com/account/taskList/list

  • Comments:

Configure your comments using this interface: https://axonaut.com/account/comment/list

  • Email and letter templates:

As you already know, you’re able to send emails and letters from your Axonaut account. To configure them in advance, visit this section: https://axonaut.com/account/emailTemplate/list

  • Mailing / reminder templates for invoices:

To save time sending your invoices and payment reminders, you can configure emails and texts from this interface: https://axonaut.com/manager/invoiceSendText

  • Template for quotes:

As with invoices, you can configure your template via this address: https://axonaut.com/manager/quotationSendText

  • Configure your email signature:

You can configure your email signature, as well as your colleagues’, on your account.

Questions? Need help? We’re here for you! Just reach out to us via the button at the bottom right of your screen.