Improved Email and Pro-Forma Template Editing in Planufac

We’ve enhanced email and pro-forma template editing in Planufac to make it more intuitive, flexible, and efficient. These updates streamline the process of designing and managing templates, ensuring a polished, professional output with minimal effort. Save time and maintain a consistent brand style with these improvements.

Key Enhancements

  1. Centralised Email Style Dashboard
  2. A new WYSIWYG (What You See Is What You Get) editor simplifies email template creation and management.
  3. Edit content and adjust formatting—no technical expertise required.
  4. Enjoy greater control over layout and design for a fully customised look, perfect for invoice emails or client updates.
  5. Template Location
  6. Access and manage your templates easily in Planufac > Settings > Other Settings > Templates/Email Templates.
  7. This central hub keeps all your email and pro-forma templates organised and ready to edit.

Support

  1. Need help? Email our support team directly at support@planufac.com.
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