Digital Contracts | Email Receipt

Article Overview

This article is for users with the Digital Contracts add-on. When Digital Contracts are fully submitted, each of the signers will receive an email with a copy of the signed Digital Contract attached to the email. This article will go over how you can customize the email receipt on your digital contract.

NOTE: If you choose not to customize the email, the company name listed will be "SalesRabbit" and the following email will be sent to the customer:

"Subject: Attached is a copy of your signed Digital Contract
Body: You’re all set! Your contract is finalized and we’ll reach out shortly on next steps. Please contact us if you have any questions."

---

You will need to set up your Digital Contracts before you can set email receipts. Here is the link for:  Digital Contracts | Set Up.

---

Part 1: Navigate to Digital Contracts

This part will cover navigating to Digital Contracts in your SalesRabbit account and highlights necessary permissions for creating and editing Digital Contracts.

• Log in to your SalesRabbit account.
• Navigate to "Settings" in the left-hand menu.
  • Note: If there is no option for Settings in the left-hand menu then you do not have permission to create and edit Digital Contracts, confirm your role and the permissions provided to your role (Owner roles should have this permission automatically).
• In the "Settings" page, navigate to "Form Builder" under the "Sales" column.

 

• In the "Form Builder" page simply select the Digital Contract you would like to edit.
  • If the contract was created, but not published, it will be in Drafts or it will be in the All section with a note that says "Draft Pending"

• After you click on the Digital Contract that you would like to edit it will take you to the form and there you will find the options for editing and creating/customizing the "Email Receipt"

Part 2: Set the Email Receipt

This part covers how to customize the email receipt for your Digital Contract.

• In the form page of your digital contract, select the option for "Email Receipt" in the upper right-hand side.

• In the editing page, fill in the information for "Email Subject", "Reply To Email Address", and "From Name".
  • Tip: the "Reply to Email Address" will receive the emails that the customers send when they select "reply", this would be a good place to add your company's customer service email address if you have one.

• Set up "Additional Recipients" if you would like to include anyone else in the email thread or to CC the sales rep who got the contract signed.
  • You can add managers, the owner of the company, or anyone else you would like to include on the email thread.

• Simply click the toggle switch to "CC Sales Rep". This will automatically CC the rep who got the contract signed by using the email address associated to their SalesRabbit account.
• When adding "Additional Recipients," click enter on your keyboard after adding the email address to save the email and add any additional emails if needed. The email will appear in a gray bubble when successful.

Part 3: Customize the Email Receipt

This part covers the various ways in which you can customize your email receipts.

• Now that the email receipt is set up with the email subject, reply to email address, from name, and additional recipients, you can customize the body of the email by dragging "Content", "Images", Body" layouts, and "Blocks" from the right-hand side of the editing page into the middle.

• Once you have dragged your desired option into the middle, click the block where it says "Change the text" or has the image icon to add or edit any text, images, or anything else you add to the email.
• A menu of options will appear on the right side for whatever type of "Content" you have selected.
  • You can utilize URL's or pdf uploads to add into your email.

• Click the "Save" box in the upper right when you are done.
  • Tip: if you would like to see what the email will look like once sent, you can select one of the preview options on the lower left-hand side. There is a desktop icon to preview the appearance on a desktop device and mobile device icon to preview the appearance on a mobile device.

 

---

Pro Tips

If you have a standard email you would like to send to every customer with their digital contract receipt, you can save that email as a pdf and upload it in the content for a faster and easier approach when editing the Email Receipt.

---