Placeholders in custom message texts

Problem

Custom messages (e.g. for signing requests, review requests, and other notifications) are currently static. Customers who want to personalize communication, for example by automatically inserting the recipient’s name or sender’s name, cannot do so today. This limits flexibility and makes automated messages feel less tailored and professional.

Solution

Allow the use of dynamic placeholders in custom message texts (e.g. recipient name, sender name, document name, etc.), which automatically populate when the message is sent.

Benefits

  • 👤 More personalized communication

  • ✨ More professional and polished signing/review emails

  • ⏱️ No need for manual adjustments before sending

  • 🏢 Stronger brand consistency in external communication

This improvement would make automated document communication more flexible, scalable, and aligned with customer branding needs.

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Upvoters
Status

Not for us

Board

Feature ideas

Date

7 months ago

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