Article Overview
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. These emails allow for customization. This article will go over how you can customize the email receipt on your digital contract.
Important - 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.
Process
Step 1. Navigate to the Desired Digital Contract
Once you have reached your desired Digital Contract, click "Email Receipt" in the upper right-hand corner of the Forms page (app.salesrabbit.com Settings > Forms).
Step 2. Set up the Email Receipt
- Set Up "Additional Recipients"
Here you may enable the "CC Rep" feature that will send a copy of Digital Contract to the sales rep and add any emails that need to receive a copy of the customer contract when completed. These emails will be sent out separately (rather than CC'd or BCC'd). - Fill out the "Subject," "Reply To Email Address," and "From Name."
- Drag in content to format the email.
Tip: 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.
Step 3. Customize the Email Receipt
If you would like to customize the email and insert the signer's name, click within the text and select "Merge Tags." Here, you will be able to insert fields from the Lead Detail page, allowing you to address the main Customer signer.
Step 4. Save your changes
Once all the necessary fields are complete, click "Save" in the upper right-hand corner.
Tip: to preview the email how it would appear on a mobile device, click the mobile phone icon in the lower right-hand corner of the modal.