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Email Templates & Signature

Send polished, on-brand emails for every invoice, reminder, and receipt. Craft the message once, add your signature, and preview before each send.

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Professional Communication, Automated

Every email your business sends shapes how clients perceive you. Kantivo includes a complete email template system that lets you write the perfect message for invoices, payment reminders, receipts, and estimates โ€” then reuses those templates every time.

No more retyping the same email over and over. Set up your templates once and Kantivo fills in the details automatically using merge variables like customer name, invoice number, amount due, and due date.

๐Ÿ“ง Invoice Emails

Customize the email that goes out with every invoice. Set the subject line, body copy, and tone to match your brand voice.

  • Custom subject line with merge variables
  • Personalized greeting and body text
  • Auto-attached PDF invoice
  • Optional Stripe "Pay Now" button

๐Ÿ”” Payment Reminders

Polite nudges for overdue invoices. Write the reminder once and Kantivo sends it at the right moment with the right details filled in.

  • Pre-due-date courtesy reminders
  • Overdue reminders at 7, 14, and 30 days
  • Escalating tone options
  • One reminder per type โ€” no spamming

๐Ÿงพ Payment Receipts

Automatically send a confirmation when a payment is recorded. Customers get instant proof of payment without you doing anything.

  • Triggered automatically on payment
  • Includes amount and method
  • Shows remaining balance for partial payments
  • Professional receipt formatting

๐Ÿ“‹ Estimate Emails

Send estimates with a message that encourages approval. Include project context and a clear call to action.

  • Custom estimate cover message
  • Expiration date prominently displayed
  • Approval instructions included
  • One-click conversion to invoice on approval

Smart Merge Variables

Kantivo supports dynamic placeholders that automatically inject the right details into every email. Write your template once and let the software handle personalization for every customer.

Example Invoice Email Template

Subject: Invoice {{invoice_number}} from {{company_name}}

Hi {{customer_name}},

Please find attached invoice {{invoice_number}} for {{invoice_total}}. Payment is due by {{due_date}}.

Thank you for your business!

{{email_signature}}

Available variables include customer name, company name, invoice number, invoice total, due date, balance due, payment link, and more. Each template type comes with its own set of relevant variables.

Email Signature Builder

Build a professional email signature that appears at the bottom of every outgoing email. Include your name, title, phone number, website, and company info. Set it up once in Settings and it flows into every template automatically.

โœ๏ธ Signature Fields

Construct a complete professional signature with everything customers need to reach you.

  • Full name and job title
  • Phone number and email address
  • Company website URL
  • Company address

๐Ÿ‘๏ธ Preview Before Send

See exactly what the customer will receive before you click send. The preview uses real customer data so there are no surprises.

  • Live preview with actual customer data
  • Verify formatting and variable rendering
  • Confirm attachments and payment links
  • Edit and re-preview instantly

Stop Rewriting the Same Emails

Set up your templates once. Kantivo handles personalization for every customer, every time.

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