Every new proposal and letter of engagement triggers an automatic email to your clients. This is how you can add in your signature to keep things professional and on point with your branding. 

Step 1. Go to Account > Manager users

Log in to the admin section of your app and go to Settings > Team.

Step 2. Edit user

Select "Edit User" beside the staff member whose signature you want to add.

Step 3. Editing the signature

A pop up window will open, bringing up the team member's details. Scroll down to the e-mail signature section.

This is where you can add or edit a signature to automatically populate at the end of this staff members e-mails.

You can change text style, colours, and insert links to emulate the conventional signatures you send out. 

Step 4. Update your settings

Once you are happy, save your settings by selecting "Update User"

If you have any questions, please reach out to us in the chat box below! 😃