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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In Review
💡 Feature Request
Communications
10 months ago
Gabrielle Gillespie
Get notified by email when there are changes.
In Review
💡 Feature Request
Communications
10 months ago
Gabrielle Gillespie
Get notified by email when there are changes.