Email Template

The EmailTemplate object represents a reusable email template for sending invoices, proformas, and other documents to clients. Templates support variable substitution for personalization.

Attributes

Attribute	Type	Description
id	UUID	Unique identifier
name	string	Template name (internal reference)
subject	string	Email subject line (supports variables)
body	text	Email body content (HTML or plain text, supports variables)
isDefault	boolean	Whether this is the default template for its type
createdAt	datetime	Timestamp when created
updatedAt	datetime	Timestamp of last update
deletedAt	datetime	Soft delete timestamp (null if not deleted)

Available Variables

Templates support the following variable substitution:

Company Variables

{{company.name}} - Company name
{{company.cif}} - Company CIF/CUI
{{company.address}} - Company address
{{company.phone}} - Company phone
{{company.email}} - Company email

Client Variables

{{client.name}} - Client name
{{client.contactPerson}} - Contact person name
{{client.email}} - Client email

Document Variables

{{document.number}} - Document number (e.g., "INV-2024-001")
{{document.issueDate}} - Issue date
{{document.dueDate}} - Due date
{{document.total}} - Total amount
{{document.currency}} - Currency code
{{document.downloadUrl}} - PDF download link

Other Variables

{{year}} - Current year
{{date}} - Current date

Example - Invoice Email Template

{
  "id": "b4c5d6e7-f8a9-0123-8901-234567890123",
  "name": "Invoice Email - Standard",
  "subject": "Invoice {{document.number}} from {{company.name}}",
  "body": "<!DOCTYPE html>\n<html>\n<head>\n  <meta charset=\"utf-8\">\n</head>\n<body style=\"font-family: Arial, sans-serif; line-height: 1.6; color: #333;\">\n  <p>Bună ziua {{client.contactPerson}},</p>\n  \n  <p>Vă transmitem în atașament factura <strong>{{document.number}}</strong> în valoare de <strong>{{document.total}} {{document.currency}}</strong>.</p>\n  \n  <p><strong>Detalii factură:</strong></p>\n  <ul>\n    <li>Număr: {{document.number}}</li>\n    <li>Data emiterii: {{document.issueDate}}</li>\n    <li>Data scadenței: {{document.dueDate}}</li>\n    <li>Total: {{document.total}} {{document.currency}}</li>\n  </ul>\n  \n  <p>Puteți descărca factura aici: <a href=\"{{document.downloadUrl}}\">Download PDF</a></p>\n  \n  <p>Vă mulțumim pentru colaborare!</p>\n  \n  <p>Cu stimă,<br>\n  {{company.name}}<br>\n  {{company.phone}}<br>\n  {{company.email}}</p>\n</body>\n</html>",
  "isDefault": true,
  "createdAt": "2024-01-01T10:00:00+02:00",
  "updatedAt": "2024-01-15T14:30:00+02:00",
  "deletedAt": null
}

Example - Proforma Email Template

{
  "id": "c5d6e7f8-a9b0-1234-9012-345678901234",
  "name": "Proforma Email - Standard",
  "subject": "Proforma {{document.number}} - {{company.name}}",
  "body": "<!DOCTYPE html>\n<html>\n<body style=\"font-family: Arial, sans-serif; line-height: 1.6; color: #333;\">\n  <p>Bună ziua {{client.contactPerson}},</p>\n  \n  <p>Vă transmitem oferta noastră nr. <strong>{{document.number}}</strong>.</p>\n  \n  <p><strong>Detalii proformă:</strong></p>\n  <ul>\n    <li>Număr: {{document.number}}</li>\n    <li>Data: {{document.issueDate}}</li>\n    <li>Valabilă până la: {{document.dueDate}}</li>\n    <li>Total: {{document.total}} {{document.currency}}</li>\n  </ul>\n  \n  <p>Puteți descărca proforma aici: <a href=\"{{document.downloadUrl}}\">Download PDF</a></p>\n  \n  <p>Rămânem la dispoziția dumneavoastră pentru orice clarificări.</p>\n  \n  <p>Cu stimă,<br>\n  {{company.name}}</p>\n</body>\n</html>",
  "isDefault": true,
  "createdAt": "2024-01-01T10:00:00+02:00",
  "updatedAt": "2024-01-01T10:00:00+02:00",
  "deletedAt": null
}

Example - Payment Reminder Template

{
  "id": "d6e7f8a9-b0c1-2345-0123-456789012345",
  "name": "Payment Reminder",
  "subject": "Reminder: Invoice {{document.number}} - Payment Due",
  "body": "<p>Bună ziua {{client.contactPerson}},</p>\n\n<p>Vă reamintim că factura <strong>{{document.number}}</strong> în valoare de <strong>{{document.total}} {{document.currency}}</strong> ajunge la scadență pe data de <strong>{{document.dueDate}}</strong>.</p>\n\n<p>Dacă ați efectuat deja plata, vă rugăm să ignorați acest mesaj.</p>\n\n<p>Cu stimă,<br>{{company.name}}</p>",
  "isDefault": false,
  "createdAt": "2024-01-05T11:00:00+02:00",
  "updatedAt": "2024-01-05T11:00:00+02:00",
  "deletedAt": null
}

Notes

Templates support both HTML and plain text formatting
Variables are replaced at send time with actual document data
isDefault: Only one template per document type should be default
Templates can include inline CSS for email styling
The system validates that all variables used in the template are valid
Attachments (PDF invoices) are automatically added when sending
Templates can be duplicated and customized for specific clients or scenarios
Soft-deleted templates remain in database but are hidden from selection