Every time you send a contract, Connie handles the follow-up emails automatically. Sign requests, reminders, confirmations, and more. By default these emails are ready to go, but you can edit and personalise each one to match your tone and brand.
The emails Connie sends
There are four automated emails in total. Here's when each one goes out and who receives it.
Sign request
Sent to the signer when a new contract is issued. You can also tweak the message manually each time you send a document, handy for adding a personal note.
Reminder to sign
Sent automatically every two days to anyone who hasn't signed yet. Connie will send up to 5 reminders before stopping, so you don't have to chase anyone manually.
Sign request rejected
If a signer rejects a contract, this email goes out to the issuer and all other signers right away, so everyone stays in the loop.
Document signed
Once everyone has signed, this confirmation email is sent to all parties. A nice way to close the loop.
How to edit your email templates
It only takes a minute. Here's how to find and update any of your email templates.
1. Go to Settings
Click on Settings in the left-hand menu.
2. Open Email Templates
Select Email Templates from the settings menu. You'll see all four email templates listed here.
3. Edit and save
Click on the template you'd like to change, make your edits, and save. Your changes will apply to all future emails.
Use SmartTags to personalise at scale
SmartTags are placeholders, like {{signer_name}} or {{document_title}}, that Connie fills in automatically for each recipient. Write your email template once, and every email still feels personal.