Document & Contract Configuration

You can modify the emails related to your Documents and Contracts to perfectly reflect your brand, whether you want a more formal or informal communication style. This ensures that your messages remain consistent with your company’s identity.

To start, go to the Preferences area in the Documents & Contracts section.

Within this section, there are three key areas for configuration:

• Client Alerts

• Internal Team Alerts

• Invoice Management

Client Alerts

1. Set Up Email Sender: Enter the name and email address that will appear in all customer-facing communications.

2. Notification for Document Submission: Activate this feature to send a notification to the customer when a document is received.

• Select Template: Choose which template to use when notifying the customer.

• Email Subject: Write a concise subject for the email.

3. Notification for Signed Documents: Enable this option to inform the customer once a document has been signed.

• Select Template: Pick the email template for this notification.

• Email Subject: Create a short, relevant subject line for the signed document notice.

Internal Team Alerts

When turned on, notifications will automatically be sent to the internal user handling the document or proposal. This ensures the team stays informed and improves collaboration.

• Override Email Details: Enter the name and email address for sending internal team notifications.

• Notification for Signed Documents: Activate this to notify team members when a document is signed.

• Choose Template: Select the template that will be used for the internal notification.

• Email Subject: Provide a clear and concise subject for the internal email.

Invoice Management

This feature allows users to create and send invoices efficiently. Once enabled, an invoice will be generated and sent to the client after the document’s completion. The default setting does not send the invoice, but simply generates it for later use. 

Additional Customization

Enhance your emails by adding personalized fields like links, customer-specific data, or total amounts. This makes your communication more engaging and tailored to the recipient.

• Head to the Template section and design a new email template.

• Insert a Text Element, click on the Custom Value icon, and choose "Proposal" from the dropdown list. 

Don’t forget to save your template once all adjustments are made!