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Email Templates & Signature

Personalize every client-facing email. Customize invoice messages, payment reminders, receipts, and estimate emails with your own voice, branding, and signature.

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Emails That Sound Like You

Generic system-generated emails feel impersonal. Kantivo lets you rewrite the subject lines, body text, and closing remarks for every type of email you send -- invoices, payment reminders, receipts, and estimates. The result is communication that matches your company's tone, not a software vendor's default template.

Every template supports dynamic variables that automatically insert the correct customer name, invoice number, amount, and due date at send time. Write the message once, and it personalizes itself for every recipient.

📄 Invoice Emails

Customize the message that accompanies each invoice delivery. Introduce the invoice, reference the project, and set clear payment expectations.

  • Custom subject line with variables
  • Personalized body text
  • Invoice PDF automatically attached
  • Pay Now button included (with Stripe)

⏰ Payment Reminders

Overdue reminder emails that are polite but firm. Adjust the language for each stage -- friendly nudge, second notice, final reminder.

  • Pre-due-date courtesy reminders
  • First, second, and final overdue notices
  • Escalating tone per stage
  • Outstanding balance shown clearly

✅ Payment Receipts

When a client pays, Kantivo can send a branded receipt confirming the transaction. Edit the thank-you message and include any follow-up instructions.

  • Automatic receipt on payment
  • Payment amount and method shown
  • Custom thank-you message
  • Remaining balance noted if partial

📑 Estimate Emails

Send estimates and proposals with a professional cover message. Explain the scope, set a validity period, and invite the client to approve.

  • Estimate PDF attached automatically
  • Custom introductory message
  • Validity date referenced
  • Call to action for acceptance

Template Variables

Use these placeholders in any template. Kantivo replaces them with the actual values when the email is generated, so every message is accurate and personalized without manual editing.

Variable Replaced With Example
{{customer_name}} Customer's full name or business name Acme Corporation
{{invoice_number}} Invoice number INV-2026-0042
{{amount}} Total amount due $2,450.00
{{due_date}} Payment due date April 15, 2026
{{company_name}} Your company name Summit Design Co.
{{balance_due}} Remaining balance after partial payments $800.00
{{payment_date}} Date payment was received March 28, 2026

Custom Email Signature

Every outgoing email ends with your signature. Kantivo lets you build a professional email signature that includes your name, title, company, phone number, and website. The signature is applied consistently across all email types so clients always know who to contact.

✍️ Signature Builder

Compose your signature with the fields that matter to your business. Include as much or as little as you need.

  • Your name and job title
  • Company name and department
  • Phone number and email address
  • Website URL
  • Custom closing line

👁️ Preview Before Sending

See exactly what your client will see before anything is sent. Preview any email template with sample data to verify layout, tone, and formatting.

  • Full email preview with variables filled
  • Check subject line rendering
  • Verify signature placement
  • Test on desktop and mobile views

Per-Company Templates

If you manage more than one company in Kantivo, each company can have its own set of email templates and its own signature. A consulting firm and a retail shop probably communicate very differently -- now each can have messaging that fits its audience without switching between tools.

Every Email, On Brand

Start your free 30-day trial. Full email template customization on every plan.

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