> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/integrations/messaging/default-and-custom-messages.md).

# Default and custom messages

Set the standard wording of your document emails, and create your own email templates with placeholders.

Writing the same email to every client takes time, and the wording drifts from rep to rep. In OrderEazi, default messages give each kind of email, such as a quote email, its standard wording, and custom messages are your own templates for follow-ups and alerts. Both can include placeholders, such as the client's name, that OrderEazi fills in when the email is sent.

### Before you start

You'll need the **Messaging** permission, in the **Integrations** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.

### How to add a default message

1. In the main menu, go to **Integrations** > **Messaging**.
2. Under **Default Messages**, select **Add**.
3. Choose the **Document**, such as **Default Quote** or **Default Invoice**. Each kind of email can have one default message.
4. If you like, add **CC** and **BCC** addresses, which fill in on every email of this kind.
5. Write the **Message Body**, and add placeholders from the **Key List** (see below).
6. Select **Save**.

The message appears under **Default Messages**. It's used for that kind of email when the project's workflow doesn't set its own template. See [Workflow Manager](/central/order-management/settings/workflow-manager.md).

### How to add a custom message

1. In the main menu, go to **Integrations** > **Messaging**.
2. Under **Custom Messages**, select **Add**.
3. Enter a **Message Name**, such as "Quote follow-up".
4. If you like, add **CC** and **BCC** addresses.
5. Write the **Message Body**, and add placeholders from the **Key List**.
6. Select **Save**.

The message appears under **Custom Messages**. You can then choose the message for quote follow-ups and for alerts on workflow steps.

### The placeholders

Select a placeholder in the **Key List** to add it to your message. When the email is sent, OrderEazi replaces it with the real details. The placeholders are grouped:

| Group                            | Examples                                                                            |
| -------------------------------- | ----------------------------------------------------------------------------------- |
| **Organization**                 | `::Company Name::`, `::Company Telephone::`, `::Company Logo::`                     |
| **Client**                       | `::Client Company Name::`, `::Contact Name::`, `::Email::`                          |
| **Project**                      | `::Project Number::`, `::Project Status::`, `::Due Date::`                          |
| **User**                         | `::User Name::`, `::User Email::`, `::User Telephone::`                             |
| **Supplier**                     | `::Supplier Name::`, `::Supplier Email::` (Purchase Order emails)                   |
| **Workflow Step**                | `::Workflow Step::`, `::Step Completed By::` (workflow alerts)                      |
| **Project file-upload sections** | `::[Upload Links] ARTWORK::`, with a link to that section's files, valid for 5 days |

The sender's signature image is added to the end of every email.

**Example:** You write a "Default Quote" message: "Dear `::Contact Name::`, please find attached your quote for project `::Project Number::`. Kind regards, `::User Name::`". When Sipho emails a quote for PRO004512 to Thandi, she receives "Dear Thandi, please find attached your quote for project PRO004512. Kind regards, Sipho".

### How to change or delete a message

Open the menu on the message's row, and select **Edit** or **Delete**. A message in use can't be deleted. You see "Signature is in use and cannot be deleted."

### Related pages

* [Workflow Manager](/central/order-management/settings/workflow-manager.md): choose a message for a step's alerts
* [Messaging](/central/order-management/integrations/messaging.md): the other messaging settings