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Contracts
How to send signed copy of contract/agreement to customer?
1
hashtag
Go to email templates under settings
2
hashtag
Click on "Agreement Signed email template" and save it.
3
hashtag
Go to workflows under setting and open Contract Signed and select email template "Agreement signed"
4
hashtag
When the customer has signed the contract then copy of signed contract will go to them
Last updated
1 year ago
Go to email templates under settings
Click on "Agreement Signed email template" and save it.
Go to workflows under setting and open Contract Signed and select email template "Agreement signed"
When the customer has signed the contract then copy of signed contract will go to them