A copy-paste kit of the e-mail templates and signature set up in Scoro. Grab the block you need from the section menu, paste it into your own Scoro profile, and every quote, order, and invoice you send looks consistent — the dynamic fields fill in your name and the document details automatically.
Open your Scoro e-mail settingsNew to this? Here's the whole idea. Each block is a chunk of pre-made HTML. You open the right spot in Scoro's e-mail settings, switch the editor into its Source code view, and paste the block in. Two things to know before you start:
- They all live in one place. Click ⚙ Settings at the top-right of any Scoro screen (next to Help), then open My settings → E-mail. Both your signature and the quote / invoice / order e-mail templates are on that one page. (Your signature is per-person — what you set is yours; the document templates are the message that goes out when you e-mail that document.)
Then, for each block:
- Open the matching editor (see each block's "Where this goes" line).
- Click into it, then open the < > Source code button in the toolbar (for the Signature it's under the ⋯ More menu).
- Delete anything that's there, paste the copied block, click Ok, then hit Save at the bottom of the page.
#name# and [a]doc_no[/a] bits are dynamic fields.
You leave them exactly as written — they're placeholders. When you actually send an e-mail, Scoro swaps each one for the real value
(your name, the customer's first name, the document number, the amount, the due date). You never type those in by hand.
More detail in the About the dynamic fields section at the end.Every block in this kit is just HTML, so you can hand it to Claude (or any AI) and ask for changes — a different accent color, warmer wording, your own layout — then paste the result back into Scoro the same way.
How
- Copy any template block with its Copy button.
- Paste it into Claude along with an instruction — see the example prompt below.
- Copy what it gives back, then paste it into Scoro through the < > Source code view and Save.
Example prompt — copy, then paste your template under it
This is an HTML email template we use in Scoro. Please change the gold accent color (#c8a84b) to a deep navy, and make the wording a little warmer and more personal.
Important: keep every placeholder token exactly as-is. Anything wrapped like #name#, #email#, or [a]doc_no[/a] must stay unchanged — don't rename, translate, or remove them. Return only the finished HTML, nothing else.
[paste the copied template here]#name# and [a]doc_no[/a] — exactly as they are. Those are how Scoro drops in the real names, numbers, and dates when you send. If they get renamed or removed, the auto-fill stops working.Tokens like #name# and [a]doc_no[/a] are Scoro placeholders — leave them exactly as-is.
Scoro swaps in the real values (your name, the customer's first name, the document number, amounts, dates) at the
moment you send. The previews in each block show example values so you can see the finished look.
That's the whole kit. If a token ever shows up blank in a sent e-mail, it usually means that field wasn't filled on the document yet (for example, the QuickBooks pay link before the invoice has synced).