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How do documents and emails look to my clients?

A detailed look at the client experience: viewing emails and taking action on a proposal, contract, or invoice

Written by Kelly Beeby

Client view: Documents and Emails video below

What you need to know about the RPC client experience

  1. Your clients do not need an RPC account to view documents, accept a proposal, sign a contract or pay an invoice. Clients are able to complete documents and make payments simply from the email links generated
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  2. Your business is front and center in emails. When you have "branded emails" enabled (on your Admin page), all emails will include your business name in the "From" and "Subject" line, and your logo at the top of the message
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  3. Contracts require a verification code. Signers (and users copied on a contract) are able to view a contract preview. When signers click "View + Sign" on a contract, they will be prompted to request a code to verify their email. This is a security best practice and allows an audit trail with proper IP address for all signatures. Signers won't see the interactive fields (fields input using the "Me Now" role) on the contract until they are in signing mode.
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  4. Business members will receive email notifications when a proposal is accepted, contract is signed, or invoice payment is made. Access additional document detail (like when items are viewed) on the "Activity" tab of the Client profile
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  5. Clients are able to submit payment in a number of ways. Default payment methods are credit, debit, ACH, and Google/Apple pay (when using a mobile device)

    1. You have control over payment processing fees. For more information about RPC processing fees as well as passing fees along to clients, click here.

    2. You're able to record "offline payments" (any payment not processed on RPC) for free in your account. Information here.
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  6. Client email replies. When clients have questions or revisions on a document, they can simply reply to the email. All replies will be sent to the account owner's email address
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  7. Customizing email copy. When sending a single document or a bundle, be sure to click the arrow on the "Send" button to customize the email copy.
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  8. Free client accounts. While clients don't need an account to take action on items, they have the ability to sign up for a free account for additional document organization and resources. Benefits and details of client accounts here.

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