Email, Chat, PDF Templates

Both Chat and Email Templates are accessible across all our plans - BASIC, STANDARD, and PREMIUM. Feel free to explore our pricing page for the most up-to-date information.

And here's the best part: there's no cap on the number of templates you can create! So, whether you're just starting or scaling up, you'll always have the flexibility to tailor your communications to suit your needs perfectly. Happy templating!

In our STANDARD and PREMIUM Plans, you'll have access to our Document PDF Templates feature. Don't forget to visit our pricing page for the latest updates.
Here's the best part: You're not just saving time with these templates, but also ensuring accuracy and security. Imagine the hassle of manually searching through lengthy documents to update information, or the risk of errors when copy-pasting fields. With our templates, it's a breeze to generate accurate, formatted PDFs with just a few clicks. Plus, they offer security, preventing any unauthorized editing post-generation. So go ahead, streamline your document creation process and enjoy peace of mind!

Creating templates can truly streamline your team's workflow, but it's crucial to maintain some level of control. That's why we've empowered Board Admins, typically senior managers in Sales or Marketing, to create templates. To access this feature, simply navigate to Settings, then Templates. There, you'll find options to create templates at the Board level for Emails, PDFs, and WhatsApp/Chat templates. These templates will be available to all members, including Admins, Restricted Access, and Edit-Only roles. Of course, there will be team members who want to address personal needs or frequently encountered scenarios. Individuals with Admin, Edit-Only, or Restricted Access permissions can create their templates, tailored to their specific requirements. These templates remain private and won't be visible to others. One of the best security measures is our Audit Log feature, which records every instance of template usage, providing transparency and accountability. When it comes to launching templates, here are some best practices:

- Kick-off with a team brainstorming session to identify common pain points.
- Prioritize the top three issues and create templates for them. Start small to build confidence; too many templates at once can overwhelm.
- Seek approval from a senior stakeholder before rolling out the templates.
- Launch the templates and track their impact. Don't forget to iterate based on feedback and performance.

If all goes smoothly, your team will embrace the change organically. As a User Champion or System Administrator, you can then delegate template creation responsibilities to trusted team members, empowering them to drive further improvements. Together, you'll enhance efficiency and effectiveness seamlessly!

Creating templates is made simple with Pronnel! We've curated a series of tutorials specifically for Chat, Email, and PDF Templates to guide you through the process effortlessly. You can access these tutorials under Resources > Tutorials.

However, if you find yourself needing extra assistance or prefer to have someone else handle the task, don't hesitate to reach out to our Sales Team. Just provide them with the scope of your project, and we'll promptly get back to you with a timeline and a budget estimate that fits your needs. We're here to make your template creation experience as smooth and pocket-friendly as possible!

Absolutely! Pronnel's templates can be seamlessly integrated into automated workflows. This means you can automate repetitive tasks like sending follow-up emails or chat messages using pre-approved templates, ensuring consistent communication without manual intervention. This not only saves time but also enhances productivity by streamlining your workflow processes.

WhatsApp Business API templates in Pronnel must be pre-approved by WhatsApp. Once approved, these templates can be used to initiate conversations with customers directly, even if they haven't messaged you first. This is particularly useful for sending important notifications or promotional messages. You can manage these templates from the Templates section in Settings and use them manually or integrate them into automated workflows for efficiency.

Yes, Pronnel allows you to personalize templates with dynamic fields. For example, you can include customer names, order details, or other specific information in your email, chat, and document templates. This personalization ensures that each communication feels tailored to the recipient, enhancing the customer experience.

Pronnel supports a wide range of file types for attachments in templates, including documents, images, and PDFs. You can easily add these attachments to your email and chat templates, making it convenient to share necessary documents and information with your contacts.