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Contracts - How to edit contract related email templates

We have created default email templates to go out throughout the process of contract signing: Contract Created: 'Thank you for choosing us...

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Written by Brad Roby

We have created default email templates to go out throughout the process of contract signing:

Contract Created: 'Thank you for choosing us to market your property. Please click below to review and sign our contract.'

Contract Signed: 'Thank you for signing the contract. We look forward to working with you and will be in contact soon to discuss next steps.'

Contract Rejected: (the client decides not to sign) 'You have decided not to sign the [[document.name]]'

Contract Cancel: (your team has cancelled the contract) '[[contact.name]] [[contact.surname]], [[document.name]] contract issued in your name has been canceled.'

You are able to edit each of these templates, here's how:

Click on Marketing & Autopilot

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Click on Email Templates

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Search for 'contract' and hit enter

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A list of your contract email templates will appear, click edit on the template you would like to change

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You are able to click where the text is and change or add to it. Please **DO NOT** edit the button.

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Click Save Template on the right side of the template

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Then click update at the top of the page

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That's it! Now when you choose this email template to send with your contract, your updated text will be sent.

Click here to see how to setup your digital contracts

Click here to read how to send out a contract

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