This is great if you have different kinds of recipients receiving your GetAccept sendouts. 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.

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 choosing the template from the drop downs.

Did this answer your question?