If you prefer to not attach a PDF copy of the proposal to the email, so that the only way the customer can see the proposal is by opening the e-signature link, you can set this up when preparing the email to be sent out for signature.
- Click on Advanced settings.
- Disable the setting Attach pdf proposal. This will remove the pdf proposal file from the email attachments.
Interested in this feature?
If you have questions about this feature or would like to upgrade your account, please email firstname.lastname@example.org.
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