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mscott3Leaf
Participant
Jul 24, 2017 8:57 PM UTC
Question

Customize Adobe Sign "cover" email

I'm working with a client and we've implemented Adobe Sign for their sales organization.  One of the issues keeping them from fully adopting the product is, we can't figure out how to customize the cover email.  The use case is, the "agreement" is an executable proposal.  The language in the subject line is off-putting, as is the body of the email.  And, we can't find any where to customize the body of the email. 

Ideally we'd like the body of the email to be something a bit less "agreement for you to sign" and more, your proposal is attached.  Also we'd like to customize the name of the Agreement automatically with the name of the MSCRM quote name. 

How can we get that done?

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3 replies

MichaelKazlow
MichaelKazlow
Legend
Jul 25, 2017 1:16 AM UTC

What level of service will the account be. I do not think it can be customized with a personal account.

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mscott3LeafAuthor
Participant
Jul 25, 2017 2:27 PM UTC

@MichaelKazlow - It's the cover letter that we want to change for the entire corporation, not the email account.  This is a 37 user corporate account. 

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MichaelKazlow
MichaelKazlow
Legend
Jul 25, 2017 8:48 PM UTC

I don't know the particulars for corporate accounts. This forum is watched by Adobe Staff, they should be by and can answer your question.

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