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How to access and change Email Templates before sending a document
How to access and change Email Templates before sending a document

How to apply email templates for delivering to specific recipients

Updated over a year ago

This is great if you have different kinds of recipients receiving your GetAccept send-outs. Maybe you deliver different sales materials throughout your whole sales process.

You can have specific email messaging for each one of the documents you send out. One for the case studies you send, one for post-meeting notes, one for your proposals, and one for your contracts.

Please note that this is an Enterprise Plan feature.

How to access the email templates before sending the document

  1. Click on the tab Sending up to the right

  2. Click on the field under Template

  3. Select the desired email template

  4. Continue with sending your document

For a more detailed article on how to create an email template click here.

You can also make any of your new templates the default email template under Settings > Branding and choose the template from the dropdowns.

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