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How to customize emails

Customize your emails when sending or resending a document.

Sari Rybar avatar
Written by Sari Rybar
Updated over 5 months ago

Personalize Your Rock Paper Coin Emails

Want your Rock Paper Coin emails for contracts, invoices, proposals, and bundles to stand out? We've got you covered! Admins can now customize the message sent with "Send" and "Resend" options, letting you inject some personality and make a great first impression.

Here's a quick guide to get you started:

  1. Navigate to the document you want to send. It could be a contract, invoice, proposal, or bundle.

  2. Locate the familiar "Send/Resend" button. This is usually right on the document itself.

  3. Click the downward arrow next to the button. This will reveal a menu with options to "Send" or "Send and Customize".

  4. Select the "Send and Customize" option to craft your personalized message.

Note: The text containing the links to the documents cannot be edited.

Need a hand with email customization or anything else Rock Paper Coin-related? We're always happy to chat. Happy personalizing!

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