Email notification: Customized Signed Invitation

  • rtaxnb
    Fecha de consulta 11 de septiembre de 2023, 21:40

    Hola estoy usando e-sign de jotform para firmar algunos contratos de mi empresa, pero tengo este detalle; en el texto del email que reciben mis clientes invitandolos a firmar aparece la direccion de email con la que esta registrada mi cuenta de jotform, esta es una cuenta de gmail pero ahora tengo emails con mi dominio lo cual luce mas profesional y es la imagen que le estoy dando a mi empresa, la pregunta es: Hay alguna manera de personalizar este email que se envia como invitacion a firmar el documento. Tambien me gustaria eliminar el logo de jotform sign y colocar el mio, en fin personalizar el mensaje conforme a mis necesidades. Tengo jotform Bronce.

    Adjunto una imagen para que se entienda mejor de lo que hablo.

    Gracias.

    Jotform Thread 5525423 Screenshot
  • Marlon_T Jotform Support
    Fecha de respuesta 12 de septiembre de 2023, 3:52

    Hi rtaxnb,

    Thanks for contacting Jotform Support. Unfortunately, our Spanish Support agents are currently busy helping other Jotform users at the moment. I'll try to assist you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd prefer to receive support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    It is currently not possible to customize the notification email sent to the signers. Currently, it is only possible to add a General message and a Private message in the email.

    1669769643 6386a9ab97dd1 6386a9ab97dc0 Screenshot 10 Screenshot 10

    General message:

    1669769691 6386a9db530f5 6386a9db530b7 Screenshot 21 Screenshot 21

    Private message:

    1669769815 6386aa57bd81b 6386aa57bd7de Screenshot 32 Screenshot 32

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?


  • rtaxnb
    Fecha de respuesta 13 de septiembre de 2023, 15:49

    Email notification: Customized Signed Invitation  Image 1 Screenshot 20Thank you for answering, English is fine for me too. 


    Well no, not that function I'm looking for, I know that one and it's great but what I'm looking for is to customize the email notification that jotform sign sends, I want to put my brand (this is not so important in this case, but it is desirable) and but what is important is to be able to modify the text of the email, that jotform sign sends by default, as I explained in my first message my name is shown next to the email address with which my jotform account was registered, this is completely counterproductive for me and affects the image of my company because it is a gmail address, when I already use for my business professional address with my own domain and I would like to maintain that brand image to my customers and also avoid confusion as to what channels of communication I use. 


    Do you know if there is any plan to allow editing of this default email that you send? It is extremely important to me, again, I am a paying user of jotform so I think it might be an option to at least consider. 


    Thank you.










  • Jeric Jotform Support
    Fecha de respuesta 13 de septiembre de 2023, 23:44

    Hi rtaxnb,

    Thanks for reaching back to us. Unfortunately, it's not possible to fully customize Jotform Sign email when you invite someone to sign the document. As for the email address that is showing on the invitation email, you can change your account's email address to your business email so it'll look more professional.

    Moving forward, we have an Enterprise plan that has white labeling feature which means that you can make your form and sign documents to match your company branding. You can contact our Sales team to discuss with them your needs. You can fill out this form. Make sure you use an email with your business as domain.

    Let us know if you have more questions.