Here’s a step by step guide to get User Signatures set up for your account:
The first step we recommend is to set a default 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 by navigating to Settings > General > Default Email Signature as shown in the screenshot below:
Once the Default Email Signature has been set, you can set your personal email signature. This can be done by clicking on your name in the top right hand corner of Quoter or navigating to Account > Users to fill out the Email Signature field accordingly:
Now that both the Default Email Signature and User Signature have been set up, go to Settings > Labels & Messages. Next, click on the Emails tab and use our Mail Merge feature to add ##Signature## from the dropdown in any of the emails sent to customers as per the example below:
If a User doesn’t have a signature set, it will default to the Account’s Default Email Signature.