You want you own branded emails, more information on the sender/recipient/record/… included? Watch this:
Link your Lighting Email Templates to your SObject to use more mergefield options.
From SIGN Butler, there are also merge fields that can be used in the SIGN Butler emails. Here is a list:
- Sender: The sender as defined by the SIGN Request Template. The sender can be different from the current SFDC user eg Quote Owner.
- [[!SignButler.Sender.Name!]]: the full name of the sender
- [[!SignButler.Sender.FirstName!]]: the first name of the sender
- [[!SignButler.Sender.LastName!]]: the lastname of the sender
- [[!SignButler.Sender.Email!]]: the name of the sender
- [[!SignButler.Sender.Title!]]: the title of the sender
- Recipient: When the Recipient is a Contact, User, or Lead, the SFDC Email merge fields can be used, eg
{{{Recipient.FirstName}}}. But when using custom email addresses for signing or using Re-assign. Best to use these merge fields- [[!SignButler.Recipient.FirstName!]]
- [[!SignButler.Recipient.LastName!]]
- [[!SignButler.Recipient.Email!]]
- Signing:
- [[!SignButler.SignURL!]]: the actual URL the recipient has to sign with
- [[!SignButler.DownloadURL!]]: only available for the download email
- [[!SignButler.MailOTP!]]: only available in the OTP Email
- [[!SignButler.RejectionReason!]]: only available in the Rejection/Revoke email
- [[!SignButler.SignRequestName!]]: then name of the SIGN Request as on the record in SFDC
