Templates in Tribe allow you to create consistent, professional communications that can be reused across your team. Templates save time, reduce errors, and ensure every message reflects your organisation's style. Depending on what you need, templates can be created for general emails, quotations, invoicing, and work orders. This guide explains where to find and how to create each type.
General Email Templates
Navigate to Configuration.
Click on E-mails & Campaigns.
Click + Add and fill in the details for your template.
Quotation, Invoicing, and Work Order Templates
Navigate to Configuration.
Click on any of the following in the left side panel: Sales, Invoicing, or Work Orders.
Click on the relevant tab:
Merge Templates to create a PDF template, then click + Add.
E-mail Templates to create an email template, then click + Add.
Quick Summary
Templates in Tribe are stored under Configuration and can be created for any type of communication. Once saved, templates are available for reuse across your whole team.