Save reusable emails, then send them to any customer in one click from their profile. Templates auto-fill customer details and embed live, signable document links.
New template
Placeholders
Fields fill in from the customer's record:
{{customer_name}}{{customer_email}}{{customer_phone}}{{origin}}{{destination}}{{move_date}}{{home_size}}{{estimate_total}}{{company_name}}{{agent_name}}Live signable document links:
{{sign_link:bill_of_lading}}{{sign_link:estimate_agreement}}{{sign_link:deposit_authorization}}{{sign_link:tcpa_consent}}{{document_link:estimate_agreement}}Saved templates
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