When a quote is sent via email to a prospect and they sign it digitally, the signee will be presented with a confirmation page letting them know the quote has been successfully signed and submitted. They will also receive an email confirmation that reiterates the same message. The File Approval Quote Settings will allow you to add customized text to these confirmations. To include a customized messages within your confirmations, follow the instructions below. Please note that you must have Administrator access to make this change
- Login to Mothernode
- Go to the Administration menu
- Click Settings
- Select Transactions and then click File Approval Quotes
- Enter your custom text into the Onscreen Confirmation field and/or the Email Confirmation field
- Click Save to finalize your changes
In the image above, we see the two fields, one for the Onscreen Confirmation, the other for the Email Confirmation. Both fields have been edited and now show: Email confirmation example text
Below are examples showing how this custom text would be included when viewed by the signee.
Onscreen Confirmation:
Email Confirmation:
