Sales Email

courtney_hickey
Contributor

Countersignature Email for Customer

Seeing as the creator of a quote gets notified via email when all signatures are complete, it would be really nice if the customers who sign the quote could also receive an email that the countersignature is complete (if countersignature is required) with a link to download the fully signed version.

0 Upvotes
6 Replies 6
kvonloesecke
Community Manager
Community Manager

Countersignature Email for Customer

Hi @courtney_hickey,

 

Thanks for your feedback! 

I would recommend upvoting this related idea from our Ideas Forum, and adding your use case to the feed. 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. 

 

Best,

Kristen


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courtney_hickey
Contributor

Countersignature Email for Customer

Hi Kristen,

I did see that related idea, but believe it has already been implemented so
I wasn't sure if I should add my idea if it is likely that the original
post should already be marked as complete. (See attached example where that
post idea is already in place.)

Please let me know. Thank you!

Courtney

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Countersignature Email for Customer

Hi @courtney_hickey,

 

Thanks for reaching back out!

Would you be able to please attach the photo or link again so I can investigate?

 

Thanks!

 

Best,

Kristen


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0 Upvotes
courtney_hickey
Contributor

Countersignature Email for Customer

[image: Screen Shot 2022-05-10 at 11.37.33 AM.png]
0 Upvotes
kvonloesecke
Community Manager
Community Manager

Countersignature Email for Customer

Hi @courtney_hickey,

 

Unfortunately, that screenshot only came over as text (image: Screen Shot 2022-05-10 at 11.37.33 AM.png)

 

Would you be able to click the camera icon (insert photos) and add your uploaded photo to this feed, please?

 

Screen Shot 2022-05-10 at 11.45.51 AM.png

Thank you,

Kristen


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Join regional conversations by changing your language settings !
courtney_hickey
Contributor

Countersignature Email for Customer

Screen Shot 2022-05-10 at 11.37.33 AM.png

0 Upvotes