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  • 🌐Sources
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      • Add formula fields to your Google Form workflow
      • {{tags}} for Google Forms
    • Google Sheets
      • Google Sheets Auto-create
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        • Full list of available HubSpot Properties
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      • Add a Portant Action to a HubSpot Workflow
      • How to view created documents in HubSpot
      • Add multiple line items into a single document
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      • Portant eSignatures + HubSpot
      • Review documents using the Review Block in HubSpot
    • Zapier
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    • Xero
    • Copper
      • Installing the Copper integration
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    • Typeform
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  • 💡Use Cases
    • eSignatures Requests
    • Incident Report
    • Quarterly Business Reviews
    • Invoices
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  • ✒️eSignatures
    • Getting Started
    • Request Signatures (without a source)
    • Request Multiple Signatures
    • Customise Signature Request Email
    • Create Preview Links for Signature Requests
    • Resend signature requests
    • Cancel Signature
    • Add Audit to eSignatures
    • Request Info On Signing
    • eSigning Laws & Compliance
      • United States: E-SIGN Act and UETA ✅
      • Canada: PIPEDA and Electronic Transactions Act ✅
      • EU: eIDAS Regulation for Electronic Signatures ✅
      • UK: eIDAS Regulation and Electronic Communications Act 2000 ✅
      • Australia: Electronic Transactions Act (ETA) ✅
      • New Zealand: Electronic Transactions Act (ETA) 2002 ✅
      • Israel: Electronic Signature Law 2001
  • ⚡Automation
    • Workflow Filters
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    • Review Block
    • Converting docs to different file types
      • Microsoft Word (.docx)
      • Microsoft Powerpoint
      • Create PDF outputs
      • Save an output as a Microsoft Excel file (.xlsx)
  • ✉️Emails
    • Share a Doc via Email
    • Email Tracking
    • Send from aliases
    • Send Outlook Emails
    • Customize Your Email Content with HTML Editing
  • 📄Outputs
    • Customize Output File names
    • Auto-filing Output Files
    • Changing Output Folder
    • Search and filter your outputs
  • Deleting Outputs in Portant
  • 🎁Portant Add-ons
    • Data Merge
      • How to set-up a Google Sheets source
        • Data Merge Settings for Google Sheets sources
        • Automatically create documents
      • How to set-up a Google Forms source
        • Data Merge Settings for Google Forms
        • Automatically create documents
        • Edit Response and Pre-filled Response Links
      • Inserting Images
      • Advanced Settings
        • Editing tag names
        • Timezone, date and time format settings
        • Editing the Output Folder
        • Conditional logic for emails
        • Conditional Logic for Data Merges
        • Data Grouping in Portant Data Merge
    • Document Merge - Trello Power-up
  • 👥Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • 💳Billing
    • Update Billing
  • Developer
    • Build with Portant
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  1. eSignatures

Customise Signature Request Email

Customise the Signature Request email (and include more attachments)

PreviousRequest Multiple SignaturesNextCreate Preview Links for Signature Requests

Last updated 5 months ago

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Tailoring your signature request email elevates personalization and professionalism. Please note, that this is a feature only available on the Pro and Teams tiers.

In this article, you'll learn how to:

  1. Customise the signature request email

  2. Include other attachments to the signature request email

Customise the signature request email [Pro feature]

In this guide, we will jump straight to customising the signature request. However, if you haven’t requested a signature on a document before, please follow this guide on .

After you have added your signature placeholders, click on "Customise Signature Request".

Note: You may include date, text field and checkbox placeholders as well.

Note: In this example we are sending the signature request from Gmail. However, it's worth noting that you also have the option to send them from Outlook.

The default option is an email that allows you to customise a section of the content, like this

However, there is another option available for Pro users that allows you to customise the whole signature request email. To use this option, select the Custom Formatting option here:

Then you can edit all the content in the emails and add text before and after the ‘Review and Sign” button.

You can also use all tags available on the source table to customise your email.

Note 1: You can also delete the warning at the end of the email. However this is not recommended.

Note 2: Please note that signature requests will expire after 30 days.

Include more attachments (Pro feature)

If required, you can add more attachments to the signature request. To add one click on the attachment icon in the bottom, left click on the "Select from Google Drive" button, and add as many attachments as you like.

Almost done! Now you just need to save your email and finish your workflow.

Feedback and feature suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at contact@portant.co

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If you would like to learn more about how to create your first workflow, please check out this .

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how to create your first eSignature workflow