Toggles: Outlook Email Automation & Templates

Complete, approved client emails in one click. Directly inside Outlook.

Most client-facing teams have the same problem: the emails that move revenue forward are still getting rebuilt manually every time. Proposal follow-ups, payment reminders, document requests, booking confirmations, onboarding emails. The text, the attachments, the recipients, the subject line. Every rep assembles them differently.

Toggles fixes this without asking your team to leave Outlook.

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How It Works

You build shared email workflows, complete packages of approved message text, subject line, recipients, attachments, and signature, that any team member applies with a single click inside the Outlook compose or reply window. They review and personalize before sending. Nothing sends automatically. The workflow enforces the structure. The person keeps control.

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What That Means for Your Team

New inquiry? One click. The right message, right attachments, right recipients, ready to personalize and send. Proposal follow-up, payment reminder, document request, pre-departure instructions, renewal notice: each becomes a shared team workflow that produces a consistent, complete email every time, regardless of who sends it.

Teams stop rewriting the same emails from memory. Leaders stop double-checking outgoing messages. New hires send the right email from day one.

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What Customers Say

"We were evaluating Toggles against Ablebits, TemplateManager365, and Exclaimer. Ablebits has little support and insufficient onboarding. Exclaimer is a wonderful product, but solves a very different use case. Only Toggles has the unique template customization and seamless onboarding that we need. It lives where our team spends most of their workday. Not a single week goes by without a comment raving about workflows."

- Operations Lead, Luxury Travel Agency (70 seats)

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Who Uses Toggles

Trusted by teams in travel, insurance, financial services, real estate, legal, and client services. Anywhere client-facing emails follow repeatable patterns and have to be right every time.

Toggles is particularly strong for teams where email errors aren't just inconvenient. A missing attachment on a policy renewal, an inconsistent proposal follow-up, a delayed document request: these have real revenue and relationship consequences. Toggles reduces the manual assembly that causes them.

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Key Features

• Shared team workflows: Build once, available to every team member instantly
• Full workflow assembly: Message, subject, recipients, attachments, and signature in one click
• Editable fields: Variables for client names, dates, links, and any custom detail
• Workflow enforcement: Flags missing attachments, recipients, or required fields before send
• Hot phrase triggers and smart recommendations to find the right workflow fast
• Works inside Outlook: No new tools to learn. Everything happens where your team already works.
• Usage dashboard showing adoption and time saved per team member

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Example Use Case

A travel advisor is following up on a proposal for a high-value trip:

• Subject: Automatically set based on the workflow
• Message: Approved follow-up language with editable fields for client-specific details
• Attachments: Itinerary and payment instructions added automatically
• Guidance: Toggles flags anything missing before the email is sent
• Signature: Correct branded signature applied

The email is ready in seconds, consistent with agency standards, and reviewed before sending.

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Plans and Pricing

• Premium (Individual): $12.50 per month or $120 per year
• Business Pro (Teams): $19 per user per month or $180 per user per year (5-seat minimum)

Both plans include a 14-day free trial with full Business Pro features. No credit card required.

Visit gettoggles.com/pricing for full details.

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Support and Resources

• Guided Rollout: build your first workflows together

• Free Email Workflow Audit

• Example Workflow Library

• Support and Documentation

• Email: support@gettoggles.com

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Bottom Line

Toggles helps client-facing teams send the right email, complete, consistent, and on-brand, every time, directly inside Outlook. For teams that want to move fast, the guided rollout builds your first workflows together.