How to Customize Notifications Sent in Documents & Contracts

Improved Email Template Customization and Enhanced Notifications: Introducing a set of enhancements to Documents & Contracts which will provide businesses with more control over their communication processes.

Here’s what’s new in this release:

Customizable Email Templates: Businesses can now personalize email templates for sending documents or signed copies to clients. Create templates that reflect your and communication style.

To edit an email template, go to Marketing > Emails > Templates.
User-Friendly Settings: Access these customization options within the Settings page under “Customer Notifications” and “Team Notifications” for a quick and hassle-free setup.
Default Team Notifications: Team notifications will now be sent to the business user who is sending the document by default. This keeps the sender informed.

Click on Settings in the Documents & Contracts Section

In the Settings area, you will find Customer Notifications, Team Notifications, and Product Invoicing

Dynamic Document Customization: Easily insert Document's custom values directly into the email content. This allows to include links, customer details, total amounts, and more in the email templates, making the communication engaging and informative.

Use the "Documents and Contracts" custom values when building an email: