Keeping your customers informed and getting documents signed quickly is essential for running a smooth small business. Now, you can send important documents through SMS to make communication faster and easier.
📌 Why This Matters
Traditional emails sometimes get overlooked or delayed. Sending documents via SMS increases the chances that your customers see and act on them right away. This helps you get contracts signed faster and keeps your business moving without unnecessary delays.
✨ What’s New
- Send Documents via SMS: Deliver documents straight to your customer’s phone with text messages for quick access.
- Flexible Delivery Options: Choose to send documents through SMS only or combine SMS and email to maximize visibility.
- Global Notification Settings: Set default preferences for when documents are sent and signed, so you don’t have to adjust every time.
- Custom SMS Templates: Create personalized text message templates to make your communication clear and consistent.
- Flexible Sending Channels: Adjust how you send documents either globally or on a case-by-case basis, giving you full control.
🛠️ How to Use It
- Set Global Defaults:
- Go to the Document & Contract Settings and find Customer Notifications.
- Choose your default delivery method for when a document is received and when it’s signed. Options include SMS only or both email and SMS.
- Save your preferences to apply automatically.
- Note: Document Received settings can be changed for individual cases, but Document Signed follows these global defaults.
- Create SMS Templates:
- Access your Marketing tools and open the Snippets section.
- Create a new snippet and select SMS as the type.
- Write a clear, short message like “Your document is ready, please review and sign.”
- Save it to use whenever you send documents by SMS.
- Send Documents Individually:
- Open the document you want to send.
- Click Send and pick your delivery channel: Email, SMS, or both.
- If you choose SMS, select your SMS template, review, and hit send.
- Use Automation Workflows:
- In your Automation tools, add a Send Document action.
- Choose your preferred sending channel.
- Save the workflow to automatically send documents with your chosen settings.
- View Contact Info When Adding Recipients: Easily see user phone numbers and emails while adding document recipients to make sending smoother.
💡 Pro Tip
Sending documents via SMS can speed up signing times and help you close deals faster, which means quicker payments and better cash flow for your business.
