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This document describes the structure of an email Template and the tokens that appear in it. If that sentence didn't make any sense to you, take a step back and read What are all these ##{{{things}}} in my Email Templates? The functionality we're talking about in this document is available only to Admins of Professional and Enterprise edition accounts.
The Send Signature Request email is sent to Signers to give them a link to the Contract you want them to sign. You start the process to trigger this email from within a Contract or by clicking the paper airplane icon in the navigation toolbar on the left side of the screen.
Here's an example of a branded Send Signature Request email:
Variables used in the Send Signature Request email:
The following variables are used in the Template (required and optional are denoted):
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##{{{brand.logo_url}}} and ##{{#if brand.primary_color}} — if we have set up your account to have a customized brand with logo, a primary, and a secondary color, your brand logo and primary color will be populated here. Otherwise, this will not render. Optional, as you'll likely use your own logo and colors.
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##{{{contract_title}}} — this will include the name(s) of the Contract(s) accepted by the Signer. If multiple Contracts are accepted via clickwrap or Hosted Form, this will be a comma separated list. Recommended to keep in the HTML.
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##{{#if signer_role == "recipient"}} — this content displays only to Signers who have been marked as a "Recipient" of the message. Meaning: they will not need to sign, they'll only need to review. Recommended to keep to provide context to Signer vs. Recipient.
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##{{{contract_label}}} — this simply will pluralize "Contract" depending on if there are one or many Contracts to accept by the Signer. Optional.
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##{{{contract_title}}} — this is the name(s) of the Contract(s) being sent for signature. Recommended to keep.
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##{{{message}}} — This is the message entered by the PactSafe sender to address the Signer(s) of the signature Request.
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##{{company_name}} — this is the name of your Site (usually a company name). Optional to keep the variable, but we do highly recommend you keep this information in your HTML in some fashion.
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##{{company_address_street}} — the street address attached to your Site, which can be defined in your Site Settings. Optional to keep the variable, but we do highly recommend you keep this information in your HTML in some fashion.
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##{{company_address_city}} — the city defined in your Site, which can be defined in your Site Settings. Optional to keep the variable, but we do highly recommend you keep this information in your HTML in some fashion.
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##{{company_address_state}} — the state defined in your Site, which can be defined in your Site Settings. Optional to keep the variable, but we do highly recommend you keep this information in your HTML in some fashion.
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##{{company_address_postal_code}} — the zip code/postcode defined in your Site, which can be defined in your Site Settings. Optional to keep the variable, but we do highly recommend you keep this information in your HTML in some fashion.
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##{{company_address_country}} — the country defined in your Site, which can be defined in your Site Settings. Optional to keep the variable, but we do highly recommend you keep this information in your HTML in some fashion.
More questions about emails in PactSafe? Just open a chat or email us at help@pactsafe.com.