Adding option to add email templates for different documents and contracts templates
in progress
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Bryan Morga
we are wishing to have an option for each documents and contracts to have their own email templates once doc is sent, signed and completed. we are only seeing the option in general. we don't have to create multiple workflows for each document templates just to send out each emails that are needed.
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Sales & Marketing
in progress
S
Sales & Marketing
Merged in a post:
Option to have multiple document email templates for sent and received documents.
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Jeremy Maher
Currently GHL only allows one email template for documents sent. This is not good because every document we send will have different email content.
Same with after a document is signed, there are different next steps depending on the document, therefore the email will be different.
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Sales & Marketing
Merged in a post:
Allow custom emails for all documents & contracts
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Christopher Baber
Currently, you can create a custom email for ALL documents, but you cannot create a custom email for EACH document. This means you have to craft a very vague email that covers all possible document you will send, which is difficult to do and still be effective.
I need to have 1 custom email for document 1 and another custom email for contract 2, etc
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Mike Lombardo
I agree currently stuck on this at the moment.. They should have a toggle on each individual invoice template under settings that you can toggle on to use a specific custom email for sending the invoice.
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Joshua Cacao
I completely agree with this idea. It would be incredibly useful to have the option to assign specific email templates for each type of contract. Right now, we’re limited to a general template for all contracts, which isn’t ideal. Customizing emails for each contract type would streamline our process and ensure that every communication is relevant and tailored. This feature would make a big difference for us and many others!
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Damian Surr
This is exactly what's stopping me from using Documents.
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Eric D. Groleau
100% We ran into the same issue with new legal documents that we need our clients to sign. After setting everything up we realized that the same email template is used for any type of documents.
We have clients speaking different languages, so we need to select proper emails templates for each market.
Selecting an email template for each document would allow us to send proposals, confidentiality agreements, contracts, and other documents requiring a signature with the appropriate email message detailing the purpose, when it's due, etc. (In the client's language.)
We also can't turn off the option to use the default email template. If that was possible, we could consider automations to send the right template for each type of document.
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Damian Surr
This is a big one.
I want to use Documents, but can't at the moment, for this reason.
The 2 document types that I want to use are very different!
The emails that they get sent with also need to be very different.
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Sales & Marketing
Merged in a post:
choose email template to use while sending document
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Kamil Kilic ADM
Now there is only 1 email template which is used for all types of documents.
It would be nice if we can choose the document template which we want to sent by mail and also choose the email template to use while sending that document.
Ways to go:
1- make it possible in workflows to select document en email template to sent it.
2- make it possible while making a document template to setup the email template which needs to be used while sending this document.
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Sales & Marketing
Merged in a post:
Select the email used when sending different types of documents for signature.
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Amy Wenslow
We need the ability to set the default email that is associated with each document templates so that they make sense.
Example:
- Text inside an email that sends an NDA for signature, "Here's the NDA for your signature...."
- Text inside an email that sends a proposal, "We've outlined the entire process of the work that is needed to meet your goals in the attached proposal. You can click below to review it. Let's go over this in detail on a call. Please click here to set up an appointment".
Right now there is only one email default for all documents being sent for signature. The settings let me save the email to be something other than the default but it has to be the same one for all document types.
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