Create Reusable Email Templates for Vtiger CRM
Create professional Vtiger CRM email templates for sales, support, projects and finance. Insert customer and record data automatically, reuse approved content and send consistent emails without rewriting the same message every time.
here is the current status of project Website Implementation.
Current phase: Testing
Next milestone: 15 September 2026
Best regards,
ITS4You Project Team
Your team writes the same customer emails again and again
The message may be similar, but names, projects, quotes, tickets, dates and payment information change for every recipient.
Repeated manual writing
Users rebuild support replies, quote emails, project updates and payment reminders from old messages or personal drafts.
CRM data is copied by hand
Customer names, ticket numbers, quote totals, project dates and other details are copied from records into the email.
Communication becomes inconsistent
Different users send different wording, formatting, signatures, recipients and attachments for the same business process.
Select a template and load current Vtiger data into the email
EMAIL Maker gives sales, support, project and finance teams a shared library of prepared messages. The user selects the appropriate template, reviews the merged content in Vtiger Compose Email and sends the final message.
- Create unlimited email templates for different modules
- Use fields from source, related and recipient records
- Insert company information, images, tables and product blocks
- Predefine CC and BCC recipients in the template
- Keep the final email under user control before sending
Prepare consistent messages for daily CRM communication
Each template can use the fields and related information available for its selected source module.
Support ticket reply
Insert the customer name, ticket number, subject, status, assigned user and resolution information into a prepared support response.
Quote email
Send a professional message with customer data, quote number, validity date and the generated quote document attached.
Project status email
Reuse a structured update with the project name, current phase, milestone dates, responsible user and next actions.
Payment reminder
Prepare a clear reminder using invoice number, due date, outstanding amount, customer details and payment instructions.
Build one support reply that still feels personal
The fixed wording stays approved and consistent while record variables are replaced with the current ticket and customer information.
Use ticket and customer fields in one message
A support user opens the ticket, chooses the prepared response and reviews the completed email. The message can contain information from the ticket, recipient, related Organization and company profile.
- Recipient name and email address
- Ticket number, title, priority and current status
- Assigned support user and company signature
- Related Organization information
- Resolution text and useful support links
Combine EMAIL Maker with PDF Maker and Multi SMTP
Use each extension for a clear part of the outgoing communication process.
EMAIL Maker
Creates the reusable message, merges CRM data and prepares recipients and formatted email content.
+PDF Maker
Generates the related quote, invoice, contract or project document and adds it to the outgoing email.
+Multi SMTP
Lets users select an appropriate configured sender address and SMTP setup for compatible ITS4You email actions.
From template preparation to reviewed customer email
Create the template
Choose the source module and prepare the subject, formatted content and template settings.
Insert CRM variables
Add fields from the source, related and recipient modules together with company data.
Open Compose Email
Select the template from a supported CRM record and load current data into the message.
Review and send
Check recipients, merged values, message content and attachments before sending from Vtiger.
Important: EMAIL Maker does not link an existing email to a Project
EMAIL Maker improves the creation and sending of prepared emails from supported Vtiger modules. It does not add a missing Select button or retroactively connect an already existing email record with a Project. If your requirement is to link existing emails to Projects, that relationship or user interface issue must be handled separately.
Manual email writing compared with reusable CRM templates
| Task | Manual email preparation | With EMAIL Maker |
|---|---|---|
| Message content | Copy an old email or write the message again | Select a prepared and reusable template |
| Customer data | Copy names and contact details manually | Load recipient and related record fields |
| CRM information | Copy ticket, quote, project or invoice values | Merge current source module fields into the email |
| Formatting | Depends on the individual user and previous drafts | Reuse approved formatting, images, tables and links |
| Recipients | Enter recurring CC and BCC addresses each time | Load predefined CC and BCC from the template |
| Final control | User reviews a manually prepared message | User reviews the merged template before sending |
EMAIL Maker for Vtiger CRM
EMAIL Maker is a Vtiger extension for creating professional reusable email templates and merging live CRM data into outgoing communication.
- Unlimited templates for supported standard and custom modules
- Source, related, recipient and company merge fields
- Advanced editor with images, links, tables and product blocks
- Default CC and BCC recipient settings
- Template duplication and reuse
- Compatibility with PDF Maker and Email Marketing
- Final user review before sending
Support the complete outgoing email workflow
EMAIL Maker manual
Review template creation, variables, settings and the email composition workflow.
Open manualPDF Maker
Create professional quotes, invoices, contracts and other PDF attachments from CRM data.
View PDF MakerMulti SMTP
Configure sender addresses and SMTP options for compatible ITS4You email actions.
View Multi SMTPVtiger CRM support
Get help with email settings, extensions, templates and technical CRM questions.
View supportStart using EMAIL Maker from €4 now with the All Access Package
New customers can get EMAIL Maker from €4 through the All Access Package. It combines reusable Vtiger CRM email templates with the complete collection of IT Solutions4You extensions under one subscription.
EMAIL Maker is also included from the Starter Package. Separate monthly and yearly licenses are available on the product page.
FAQ about Vtiger CRM email templates
Practical answers for teams evaluating reusable email communication inside Vtiger CRM.
What are reusable Vtiger CRM email templates?
They are prepared email subjects and bodies that can be selected for recurring communication and filled with current CRM data before sending.
What is EMAIL Maker for Vtiger CRM?
EMAIL Maker is an extension for creating reusable templates with CRM merge fields, related data, formatted content and predefined recipient settings.
Which Vtiger versions are supported?
EMAIL Maker is prepared for Vtiger CRM 7.x and Vtiger CRM 8.x.
Can I create unlimited email templates?
Yes. Templates can be prepared for sales, support, projects, service, quotes, invoices and other supported processes.
Can templates use fields from related modules?
Yes. Templates can use fields from source records, related records, recipient modules and company information.
Can EMAIL Maker add default CC and BCC recipients?
Yes. Default CC and BCC addresses can be defined in the template and loaded into the Compose Email window.
Can a PDF quote or invoice be attached?
EMAIL Maker can be combined with PDF Maker for document based communication such as quotes, invoices and contracts.
Does EMAIL Maker work with Multi SMTP?
Yes. Multi SMTP supports compatible EMAIL Maker sending actions and lets users select configured sender details.
Does EMAIL Maker link an existing email to a Project?
No. It improves template creation and outgoing email preparation. Linking an already existing email record to a Project is a separate CRM relationship requirement.
Can users review the final email before sending?
Yes. The selected template and merged data are loaded into Compose Email, where the user can review the final message.
Is EMAIL Maker included in extension packages?
Yes. EMAIL Maker is available from the Starter Package and is also included in Mini, Extended and All Access.
What other pricing options are available?
EMAIL Maker can be purchased separately for 9 € per month or 89 € per year. Current purchase options are listed on the product page.
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