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CASClosets
Level 1

Contract - Signature Request Email Customization

We routinely send contracts to customers requesting e-signatures. Is there a way to customize and save the signature request email message? There is a pre-filled messages that says, "We kindly request you e-sign the document(s) at your earliest convenience. Your prompt attention is greatly appreciated. Thank you". I know there is a way to edit the email message for sales forms in Accounts and Settings but the 'contract' is not listed in the options dropdown. Please let me know if there is a way to edit and save a default email message for the signature request email in Contracts. Thank you.

1 Comment 1
RheaMaeH
QuickBooks Team

Contract - Signature Request Email Customization

Hello there, CAS. You're unable to save a custom message for contract signature requests in QuickBooks Online. What you can do is manually edit the pre-filled message for each contract before sending it.

 

Customization available in the Account and Settings section only applies to sales forms, but this option isn't available for contracts.

 

Feel free to reply below if you have follow-up questions.

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