Navigate to Setup > Preferences > SMS Templates.

The following screen may be empty in the case of a new database. Otherwise, you will see a list of all existing SMS templates in the system.

To create a new SMS Template, press "New SMS Template"

The "New SMS Template" Page

Give your template a simple but descriptive name, such as "Quote", "Get Signature", or "Invoice".
- For this example, we are going to use Quote.
Add a "Message", keeping in mind that every 153 characters count as one "SMS" message.
- You can use a combination of {placeholders} and normal text to build your message.
- All available placeholders can be found in the "Insert Placeholder" menu just above the message panel.
- For this example, the message is going to look like:
  Hi {FirstName}. Your {Type} #{InvoiceNo} for ${TotalAmount} is available for review/approval. Your estimated dates are {DateFrom} to the {DateTo}. View your {Type} at {QuoteAcceptanceLink}
- This will produce a result like:
  "Hi John. Your Quote #1234 for $100.50 is available for review/approval. Your estimated dates are 12/02/2021 to the 13/3/2021. View your Quote at http://urllinktoquote..."
Click the Save New button.