Ability to edit System Emails for Documents & Contracts - remove "proposal"
closed
S
Sharon Burch
Currently, the system email for documents and contracts uses the word "proposal" which is not applicable for a coaching client.
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S
Sales & Marketing
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closed
This is possible now
I
Iver Aune
S
Sales & Marketing
Merged in a post:
Edit the Email Template that is sent to the client
K
Kelley Davies
To be able to edit the automated email that is sent once you click send on the proposal section.
S
Sales & Marketing
Merged in a post:
EDIT Document delivery email
J
Janie Budnick
Would like to edit delivery emails to sound more like a human "this is to confirm that we have duly received your signature on the below Document..." Request that we are able to access and edit this copy.
K
Keith Besherse
A repository/library of all system emails with the ability to edit.
J
Jakin Harper
Payments > Documents & Contracts > Settings > Document Signed "Email Template = Default"
Create a new email template & change it.
A
Agent Wao Leads
hi you can do it on settings https://prnt.sc/4CFGgI853Ygp
but then you must create in marketing > camp> templates, a temaplate with custome value {{document.url}} and then in setting you shosse the email you want https://prnt.sc/WBQY86hP3rKH