Every new proposal and letter of engagement triggers an automatic email to your clients.
Here's how you can add and then edit a signature, to keep things professional and on point with your branding!
How To Create a Signature
Step 1. Go to team settings
Log in to the admin section of your app and go to Settings > Team.
Step 2. Find and edit user
Select "Edit User" for the staff member with the signature you want to change
Step 3. Go to signature
Scroll down the page and find the "Email Signature" section
Step 4. Edit the Signature
Create your signature in the space below.
You can change your text, colours, insert links, add images and import source codes.
Choose your font style and colour
Use the add image button to add an image to your signature.
Use a Source Code
You can design your signature on third party websites such as hub spot, which will then create a source code for you to import here.
- Select the source code icon, shown below
- Copy and paste the code you generated into the pop-up box
- Select ok
Step 5 - Update Settings
Once you are happy, save your settings by selecting "Update User"