Ability to customize the Subject Line in documents & contracts
complete
M
Matt Barbey
Hello! We need the ability to customize the subject line in documents and contracts. Currently, it says the subaccount name in brackets at the beginning, the document name and then the word, "received" after it which doesn't really make a lot of sense and is very confusing to users.
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S
Sales & Marketing
complete
S
Sales & Marketing
Merged in a post:
Ability to customize the Subject Line for proposals and estimates
I
Iver Aune
The subject line in the default email template overwrites the subject line from my custom email template.
J
Joel Rduch
Absolutely in need for this!
M
Matt Barbey
Please fix this in documents.
A
Adam Campbell
Agreed! Currently it inherits the subject of the email template. It would be great if the subject, sender, etc. could be customized as it would in a workflow.
Additionally, even when a template is chosen for the "Document Signed" setting, it is still sending the default message along with the template (see screenshot of 2 email notifications).