How to Customize Notifications Sent in Documents & Contracts
Enhance your communication process with Stack’s new features for Documents & Contracts. These updates give you greater control and personalization options for your business communications.
Customizable Email Templates
Section titled “Customizable Email Templates”You can now personalize email templates when sending documents or signed copies to your clients. Craft templates that reflect your unique communication style, ensuring consistent and professional interactions.
User-Friendly Settings
Section titled “User-Friendly Settings”To access these customization options, navigate to the Settings page and look for Customer Notifications and Team Notifications. This setup is designed to be quick and hassle-free, allowing you to get started with minimal effort.
Default Team Notifications
Section titled “Default Team Notifications”By default, team notifications will be sent to the business user who sends the document. This feature ensures that the sender stays informed about the status of their documents.
Dynamic Document Customization
Section titled “Dynamic Document Customization”Easily enhance your emails by inserting dynamic document values directly into the content. This feature allows you to include links, customer details, total amounts, and more, making your communications both engaging and informative.
Using “Proposals” Custom Values
Section titled “Using “Proposals” Custom Values”To add a proposal URL to your email, utilize the “Proposals” custom values. This feature helps you seamlessly integrate important document links into your email templates, enhancing the overall client experience.