Contract Notifications
Customize contract notifications and email subject lines. Access these customization options within the Settings page under “Customer Notifications” and “Team Notifications” for a quick and hassle-free setup.
Pre-requisite: Create your customized emails.
Go to Payments >> Contracts & Documents
- Select Settings
Customer Notifications
These are notifications your client will receive. My recommendation is to turn on both notifications to keep the client informed.
- Select the email template you have customized for each notification as indicated below
- Customized the email subject line
Team Notifications
Team notifications will now be sent to the business user who is sending the contract by default. This keeps the sender informed when a contract has been signed.
- Select the email template you have customized
- Customized the email subject line
Product Invoicing
This is an optional notification. Most of my clients choose to do this manually.
- Select the email template you have customized for each notification as indicated below
- Customized the email subject line
