Email text along names and title placeholders

Posted 30 days ago by SkySlope Support

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SkySlope Support Admin

Created By Greg Twiss

Requester

When I am sending email messages that are attached to signature request envelopes in forms it would be a huge time saver if I could write in a placeholder or click on a placeholder that would auto-populate the first name of particular contacts that your system already has on file.

For example if your system could turn this message-

Hello /Buyer/,
Please sign the attached release form, if you have any questions please reach out to /buyer agent/.

Thanks!

Into this message-

Hello Billy,
Please sign the attached release form, if you have any questions please reach out to Angela.

Thanks!

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