Custom B2B Invite Email Template

To set up a custom B2B invite email template first go Settings >> Custom Templates in your TradeGecko account.

Select the template named ‘B2B invite’, set it up to suit your preferences and save it.

Next, go to Settings >> Identity & Branding and select a document theme to apply to you B2B invite.

Set up the branding to suit your B2B invite. From the Document Specific Settings drop down, select B2B Invite.

Assign the theme to the B2B invite Email Template.

Save the theme. Your custom B2B email template is now set up and ready to use.

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