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Estado: Idea Submitted
ConversionCrew
Enviado por Colaborador | Partner nivel Diamond el ‎may 5, 2021 9:13 AM

Edit the contents of the identity verification email from Quotes

The below email is sent as a verification method to who wants to sign your quotes. Currently this email is standard: The contents of this email can't be changed. However, especially since it's now possible to create fully customized document-templates in HubSpot, it would be extra helpful to be able to customize this email as well. For example, when you create a custom document which is not a quote, you might want to change the word 'quote' into 'document' or something else.

 

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1 Comentario
Luis_Bedoya_ASC
Miembro
‎sep 29, 2022 8:01 PM

This is especially critical for Hubspot Accounts with Business Units as the e-signature feature becomes almost useless if the branding can't be customized per the business unit involved in the transaction/agreement.