Include project or customer identifiers in contract notification emails
When Solargraf sends contract-related emails, especially when multiple contracts are sent within the same email thread, it can be difficult to distinguish which project or customer each notification refers to.
To improve clarity and workflow efficiency, it would be helpful if each contract notification email included identifying information, such as:
Project name or address
Customer name
Proposal ID or reference number
This would allow installers and sales teams to quickly understand which contract the email refers to, without needing to open Solargraf or search manually.
Dylan Kowal
shared this idea
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Chris Brown
commented
On the emails that are sent out as confirmation when we send a Docusign out via Solargraf, it would be very helpful if the emails going out would contain something from the customer information that would allow the email to be searchable. Basically similar to what we get when the open a proposal we sent. It states, "Your client [First name, last hame} has opened your quote"
It would be helpful to attach that info to any of the email alerts that do not currently identify the customer.