Email template
Bulido sends quotes to clients using your template. Set a default subject and body once, then fine-tune any individual send right before clicking Send.
Default template in settings
Under Settings → Templates you'll find two editable fields:
- Quote email subject (up to 150 characters). E.g. Quote for {{Client full name}}.
- Quote email body (up to 5000 characters). The full message the client receives.
Bulido ships with a sensible default (greeting by first name, quote number and title, validity date, ready-made Accept and Reject buttons). You can rewrite it completely — formal, casual, with your own sign-off.
Variables (placeholders)
In the subject and body you use variables. Bulido fills in real data when the email is sent. In the editor, click Insert data and pick from the list. Bulido inserts the matching token in the format {{Variable name}} at the cursor.
Each field has its own set of available variables — not all of them fit everywhere.
Variables in the email subject
| Insert variable |
|---|
{{Quote number}} |
{{Quote title}} |
{{Company name}} |
Variables in the email body
| Insert variable | What it inserts |
|---|---|
{{Accept/Decline buttons}} |
A ready block with Accept and Reject buttons in the email body |
{{Client first name}} |
Client's first name (e.g. Anna) |
{{Client full name}} |
Full name (e.g. Anna Smith) |
{{Client name}} |
Full name, alias of the above |
{{Quote number}} |
Quote number generated by Bulido (e.g. OF/2026/014) |
{{Quote title}} |
The title you gave the quote |
{{Quote total}} |
Total value of the quote, with currency |
{{Quote valid until}} |
Date until which the quote is valid |
{{Project address}} |
Address where the project will happen |
{{Company name}} |
Your company name |
{{Company email}} |
Your company contact email |
{{Company phone}} |
Your company contact phone |
{{Acceptance link}} |
The accept link itself (no button) |
{{Rejection link}} |
The reject link itself (no button) |
In most cases you'll insert {{Accept/Decline buttons}} — the ready-made block of both buttons in the email body. The raw links ({{Acceptance link}}, {{Rejection link}}) come in handy if you want to lay the buttons out yourself or weave them into running text ("To accept, click here.").
Adjusting a single send
When you click Send by email on a quote, you see the current subject and body, pre-filled with your template and this quote's data. You can edit them right there for this one send, without changing the global template. The change applies only to this quote.
It's useful when:
- The client asked for a specific note in the message.
- You want to add context from a recent conversation ("As we discussed yesterday...").
- You're sending a revised version and want to explain what's changed.
What's next
If your subject and body look right, see How to send a quote to the client and What happens after the client's decision.
Last updated May 6, 2026