What clients and your team receive
Email Notifications
Every email the platform sends because a feature did something, exactly as it lands. Under your branding, from your own domain.
26 emails, each tied to the feature that causes it. Every one arrives with your organization's name, logo, and domain, sent through your own email provider. The copy exists in six languages, and the language chosen is the recipient's, not yours.
- Open preview Your client The invoice your client receives The invoice email: the document attached rather than parked behind a login, with the terms restated in the body.
- Open preview Your client Payment received The receipt your client gets when a card payment clears, itemized, with the card that was charged.
- Open preview Your client The payment did not go through What your client receives when a charge fails, including the processor's actual reason and a way to fix it.
- Open preview Whoever keeps the books The e-invoicing sync report The digest of what moved through the e-invoicing network, addressed to whoever keeps your books.
- Open preview Whoever keeps the books The e-invoicing connection expired The warning that reaches your accounting address before compliance quietly stops working.
- Open preview A named party on the document The invitation to sign The email that asks a named party to sign, with the document, its expiry, and a link into the signing session on your domain.
- Open preview A named party on the document The identity code, before the document The one-time code a signer enters before any contract content is shown to them, valid for fifteen minutes.
- Open preview A named party on the document Your signature was recorded The receipt for the person who just signed, with the timestamp and where every other party stands.
- Open preview A named party on the document Someone else signed What the other parties receive when one of them signs, with the signer excluded because they get their own receipt.
- Open preview A named party on the document Contract fully executed The email that closes the signing round, sent to every party, with the executed document available to download.
- Open preview Your client The proposal your client receives The email that carries a proposal to your client: what is included, the payment schedule, and a link that opens it without an account.
- Open preview The person who owns the deal Your client opened the proposal The notification that reaches the person who owns the deal the moment their proposal is opened, with the clock still running.
- Open preview The person who owns the deal Opened, on a proposal with no deadline The same opened notification on a proposal that carries no expiry date, which drops the countdown rather than showing an empty field.
- Open preview The person who owns the deal Your proposal was accepted The acceptance notification: who accepted, the settlement figures in both currencies, the applied exchange rate, and the itemized basket.
- Open preview The person who owns the deal Accepted, on a subscription What the acceptance notification shows when the package recurs: the billing term, the first charge date, and the card that will be used.
- Open preview The person who owns the deal Accepted, with no way to pay yet The acceptance notification when the deal is agreed and no payment method exists, so nothing can be collected.
- Open preview The person who owns the deal Accepted, and the contract is stuck The acceptance notification when a required contract cannot be generated, naming the party and the missing detail.
- Open preview The person who owns the deal Accepted and invoiced The cleanest version of the acceptance notification: agreed, invoiced, and nothing waiting on anybody.
- Open preview The person who owns the deal Your proposal was declined The decline notification, carrying the reason your client gave, on the record against the deal.
- Open preview The person who owns the deal Declined, with no reason given The same decline notification when nobody explained, which says so rather than showing an empty panel.
- Open preview The person who owns the deal A proposal expired unpaid What you receive when a client accepts but never completes payment, listing every document cancelled with it.
- Open preview The person who owns the deal A contract is ready The notification that a proposal has produced its contract, with the party roster and a warning that nobody has been invited yet.