Customised PDF Report Email

Description:

This feature request focuses on enhancing the personalization of emails sent with PDF Forms/Reports. Users have expressed a desire to customize the email content that accompanies these reports, aiming to add a personal touch to the communications sent to their clients' customers.

Details:

  • The feature would allow users to modify the text and possibly the layout of the email that is sent along with a PDF Form/Report.

  • This customization could include adding personalized greetings, specific instructions, or any other relevant information that the user wishes to convey.

  • The customization interface should be user-friendly, possibly providing templates or easy-to-use editing tools.

Benefits:

  • Enhanced client engagement by allowing for more personalized and relevant email communication.

  • Increased professionalism and brand consistency in client communications.

  • Improved customer experience due to tailored and specific information in emails.

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Upvoters
Status

In Review

Board

💡 Feature Request

Tags

Communications

Date

10 months ago

Author

Gabrielle Gillespie

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