Customizing Email Subject Lines for Documents & Contracts

How to Use

1. Navigate to Payments:

   • Go to the payments tab and select "Settings" under the "Documents and Contracts" section.

1. Change the Subject Line:

   • Customer Notifications: Adjust the subject line for emails sent to customers. This can include notifications for document receipt and document signing.

• Team Notifications: Modify the subject line for internal emails sent to your team members.

1. Save Changes:

   • Ensure all changes are saved to apply the new subject lines to future emails.

Use Cases

• Sales Agreements: Customize the subject line to highlight the urgency or importance of a sales agreement that needs to be signed.

• Contract Renewals: Personalize the subject line for contract renewal notifications to ensure they grab attention.

• Internal Team Notifications: Use specific subject lines for internal team updates to inform everyone about document statuses.

Example Subject Lines

• Customer Notifications:

  • "Action Required: Sign Your Contract"

  • "Your Document Is Ready for Review"

  • "Document Received: Next Steps"

• Team Notifications:

  • "New Contract Signed by [Customer Name]"

  • "Document Awaiting Your Approval"

  • "Update: [Document Name] Status Changed"

Why This Feature Matters

Previously, users faced limitations when it came to customizing the subject lines of emails sent with documents and contracts. This feature now allows for a more flexible and tailored approach, enhancing internal and external communications. By customizing the subject lines, businesses can ensure their emails are more likely to be opened and acted upon, ultimately improving workflow and client relations.