Ideas for SalesPad Desktop

User Signature for Email Templates

When using the email templates to send out emails either manually or through Smart Print, it would be extremely usefully to be able to have users have their own signatures saved under their log in. There should be a place they have copy and paste in their signature from outlook or wherever and save it to allow the auto population of it when an email template is used.

  • Michelle Davis
  • Jan 4 2017
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  • Sam Griswold commented
    22 Aug, 2018 02:27pm

    This is a regular request for me. This also could be handled with templates and assign them to an end user via security. 

  • Abby Brandsen commented
    22 Aug, 2017 03:28pm

    We solved this with a UDF - we have a drop down list UDF on the sales order, and the CS Rep chooses their name prior to sending the email, and we added the UDF to the email template in the signature section.