HubSpot Ideas

ConversionCrew

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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4件のコメント
Luis_Bedoya_ASC
メンバー

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. 

theSpence
メンバー

Agreed! We're trying not to use the word 'quote' in our contracts that we send. These are proposals, contracts or agreements and would like to make sure the language is the same. 

ILim
HubSpot Employee

Commenting on behalf of a customer: In addition to this, we should be able to translate the language on these emails as well. 

AHerrebrøden
メンバー

When we have a quote template in another language than English, it's strange to have a English e-mail as a part of the signing prosess. "Quote" is word not easy to understand / translate into (some) other languages. And on top of that we have 8 business units with very different branding and naming. This standard set up will be very confusing for the potential customer and even make it more difficult to have them signing.