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CASClosets
New Member

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. QuickBooks Online doesn't currently support saving a custom default email message for contract signature requests. You'll need to 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.

Screenshot 2026-03-08 234613.png

 

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

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