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DocsWriting & Sending Emails
Compose emails with templates, signatures, and rich text
Composing a New Email
Start a new email from the inbox or from any CRM record.
Click the Composebutton in the top-left corner of the inbox to open the email editor. You can also compose an email directly from a company, person, or opportunity detail page by clicking the email icon in the action bar. When composing from a record, the recipient is automatically pre-filled with the contact's email address.
Email Form Fields
Fields available in the email compose form.
| Field | Description |
|---|---|
| To* | The primary recipient email address. Start typing a name or email to search your contacts, or enter any email address manually. |
| CC | Carbon copy recipients who will receive a copy of the email. All recipients can see CC addresses. |
| BCC | Blind carbon copy recipients. Other recipients cannot see BCC addresses. |
| Subject* | The email subject line. Keep it concise and descriptive. |
| Body* | The main content of the email. Supports rich text formatting. |
The CC and BCC fields are hidden by default to keep the form clean. Click CC or BCC links next to the To field to reveal them.
Rich Text Formatting
Format your email content with the built-in editor toolbar.
Formatting Options
- Bold, Italic, Underline — Standard text formatting for emphasis.
- Headings — Multiple heading levels for structuring longer emails.
- Bulleted and Numbered Lists — Organize information into easy-to-read lists.
- Links — Insert hyperlinks by selecting text and clicking the link button or pasting a URL.
- Images — Embed images inline within the email body.
- Block quotes — Highlight quoted text or important callouts.
- Text color and highlight — Change text color or add background highlights.
Attaching Files
Add file attachments to your emails.
Click the Attach button (paperclip icon) in the compose toolbar to add file attachments. You can select files from your computer or drag and drop them directly onto the compose window. Attached files appear as a list below the email body with file name, size, and a remove button. There is a per-email attachment size limit displayed in the compose window.
Email Signatures
Select and manage your email signature.
Your email signature is automatically appended to the bottom of every new email. If you have multiple signatures configured, use the signature selector dropdown at the bottom of the compose form to choose which one to use. You can create and manage signatures in Settings > Email Signatures.
Using Email Templates
Save time by composing emails from pre-built templates.
Open the template picker
Select a template
Review variable substitution
{{first_name}}, {{last_name}}, {{company_name}}, and {{email}}. These are filled in based on the recipient's contact record.Customize and send
Send, Schedule, and Draft Options
Choose when and how your email is delivered.
- Send now — Click the Sendbutton to deliver the email immediately. The email will appear in your sent folder and on the linked contact's timeline.
- Schedule send — Click the dropdown arrow next to the Send button and select Schedule. Choose a date and time for the email to be sent automatically. Scheduled emails can be edited or cancelled before the scheduled time.
- Save as draft — Click Save Draft to save the email without sending it. Drafts are stored in your drafts folder and can be resumed at any time.