Other than Socket, nothing helps the quoting and selling process more than a personalized touch. To help you achieve this, we now allow you to set your email signature, which can be used for customer emails throughout Socket.
Here’s a step by step guide to get it set up:
- First off, it’s best to set a company email signature. This will be used in cases where there is no direct user associated with an email, for example, publicly generated quotes. This can be done in theSettings > General tab:
- Now, set your personal email signature. This can be done by clicking on your name in the top right hand corner of Socket, and filling out the Email Signature field.
- Finally, to start using these new fields, head over to theLabels & Messages section. Under the Emails tab, you will see a new mail merge feature, ##Signature##. Add this in to any of the emails sent to customers, including Quote notification, Inquiry notification and order notifications.
If a User doesn’t have a signature set, it will default to the Account’s Default Email Signature.
We hope this helps you close more deals! Happy quoting!