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.
How To Create Your Signature
Step 1. Go to Settings > Team
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, insert links and add images to emulate the conventional signatures you send out.
Importing a source code
You can also import source codes if you want to create your signature on a third party website, such as hub spot.
How to Import
- Emulate your signature on a third party website that creates source codes
- Select the source code icon (see below)
- Copy and paste the code into the box that pops up
- Select ok
Step 4. Update your settings
Once you are happy, save your settings by selecting "Update User"