Agreement email templates

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James Richards

• 07 May 2026 05:11

It would be great if we could have the flexibility to raft different signature rerquest emails based on the type of agreement we are requesting signatures for. Current;ly can only have a single teamplate that is defaulted. We should be able to select what email template we want for each agreement template we create.

For example:

• an email body requesting signature on a training plan
• an email body for requesting signature on a canellation or completion form.
• an email body for requesting signatures on re-enrolment or extensions etc

With pdf teamplates, we can choose what the default email body will be. We should be able to have the same behaviour with agreements too. 

 

9

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  Tomos Clark

  • 07 May 2026 06:17

  Agreed. Being able to contextualise the email body would provide much better instruction and I feel would help with more prompt completion of agreements.

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