How to Customize the Email you send with Contracts, Invoices, and Orders

Created by Amber Smith, Modified on Wed, 12 Jun, 2024 at 3:37 PM by Amber Smith

When you are ready to start sending contracts, documents, invoices, orders etc. But you are wanting to customize the emails and not send the default (unbranded) emails, this will be your step-by-step process to create a new template and include the proper custom value to ensure that your document, invoice etc goes out with it.