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Create Email Body Template Capability

Categories:eSignature
  • September 9, 2024
  • 4 replies
  • 42 views

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Hello,

It would be nice if you were able to save a standard message that goes into an email body as a template for when you send hundreds of the same type of document.

4 replies

mshealy
Established Contributor
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  • Established Contributor
  • September 9, 2024

Couldn’t you use eforms for that?


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  • Troubleshooter
  • November 13, 2024

Envelope Templates give you the ability to template a basic email message.

But I’m guessing, you mean you want to be able to use more than a couple of simple fields like recipient name in the message body?
What other fields would you want to be able to put into your message (email) template?


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  • Community Moderator
  • December 25, 2025
Idea SubmittedDelivered

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  • Community Moderator
  • December 25, 2025

@Carolyn , we’re thrilled to share that this idea has been delivered! Thank you for your feedback—it played a big role in shaping this feature.

You can learn more about how to use it  Use Merge Fields in the Template Message Subject to Customize Envelopes, and we’d love to hear what you think!