Create Customized Contract Emails
It is best to customized the emails sent with your contracts. This way you may contract the look and feel of the emails.
We have created starter email templates for you to customize.
Import & Customize Contract Email Templates
- Go to Marketing >> Emails >> Templates
- Create a folder called Contract Emails
- Click on +New button to create a New Email Template
- Click on Email Marketing Templates
- Then filter to "Contract" email templates
- The templates will look like the three below.
- They are titled:
- CRM Contract - Signed to Team
- CRM Contract - Signed to Client
- CRM Contract - Send for Signature
- Import all three of these emails
Customize Email Templates
The email templates already include the link to the Contract URL, but you may include other available data.
Customize the message and logo to your business.
Easily insert contract 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.
