Email templates
Create formatted emails with merge fields, links, buttons and images from an upload or URL. Choose the sending mailbox when drafting the actual email.
Conversations
Start with your best words, then make them personal.
Keep useful messages and reusable signing documents together. Choose Email, SMS or eSign, preview the template and make the details right for the next person.
Templates
Built into your everyday work.
SMS templates
Save concise messages with merge fields. A live character and message counter helps you see how the content fits into SMS before you use it.
eSign templates
Prepare reusable PDF documents with signing parties and fields. Use the template when creating a signature request for the relevant Contact or transaction.
Personal or agency
Keep your own templates private or make them available to the agency. Admins manage agency templates; supported Edit, Duplicate and Delete actions keep the library organized.
A closer look
What you can do.
- One searchable library with Email, SMS and eSign views
- Personal and agency visibility
- Merge fields for Contact and agent details
- Preview before editing or using a template
- Automatic saving with a confirmed save time
- Use email and SMS templates directly from the composer