We have updated the email notification templates associated with the new client admission package. Previously, each of the emails contained similar verbiage, all of which indicated that the agreement was completed. However, that wasn't necessarily true, as each email was sent at a different step of the process.
To reduce confusion, we've updated those email notifications to better describe where the new client agreement is in the signature process. This will also help with troubleshooting. The various steps, with new verbiage, are all listed below.
Step 1
Email Subject: New Client Questionnaire Submitted
Content:
A
new Client Questionnaire form has been submitted for FirstName LastName and the Admission Package will now be generated.
Step 2
Email Subject: Agreement Created for FirstName LastName
Content:
The client questionnaire data has successfully been merged
with the client agreement to create a customized version for your new client.
Contact the support team for assistance with any errors.
Step 3
Email Subject: Signature Requested
Content:
The customized agreement has been presented to the client
for electronic signatures. Please consult Zoho Sign to reference signature
status if the agreement is not in the Zoho CRM profile.
Step 4
Email Subject: Admission Package Signed: FirstName LastName
Content: