You can customize the email message within each eSign request to give signers additional context, so they clearly understand what's being requested of them.
Custom email messages use simple formatting (known as markup). This allows you to structure email content using headings, bullet points, numbered lists, bold text, italics, and links. It helps create clearer, more structured emails where key information is easier to read and follow.
Requirements
Ability to customize email messages
Available on all plans (certain Enterprise configurations may restrict access)
Instructions
Access Email Message Settings per Document / Template setup:
Open your document or template
Click Document/Template Settings
Select Change Email Message
Add or update content using markup
Click Save
Formatting options Available:
Headings
Headings
Heading 1: one hash before the heading - # Heading
Heading 2: two hashes before the heading - ## Heading
Heading 3: three hashes before the heading - ### Heading
Bullet Points
Leave a blank line between the last sentence and the first bullet point.
Use a hyphen (-) with a space immediately after it for each bullet point.
Leave a blank line between the last bullet point and the next sentence.
Example (Setup):
Please see below for plans available:
- Pro Plan
- Business Plan
- Enterprise
Renders as:
Please see below for plans available:
Pro Plan
Business Plan
Enterprise
Text Formatting
Style | Markup | Result |
Italics | *example text* (one asterisk on each side) | example text |
Bold | **example text** (two asterisks on each side) | example text |
Bold & Italics | ***example text*** (three asterisks on each side) | example text |
Hyperlinks
- Place square brackets using your triggering word [here], [apply now] etc.
- Immediately follow with round brackets with actual link thereafter (https://support.quicklysign.com/en/)
During setup: For access to our full knowledge base, please click [here](https://support.quicklysign.com/en/)
Indentation
Place a greater than symbol ">"in front of text
Option 1
Double indentation:
Use “>>” for indentation:
Option 2
Visual - Adding custom emails with Mark up (Bold, Headings, italics, Bullet list)
Expected Outcome
Recipients will receive emails with structured formatting including:
Bold and highlighted key information
Clear headings for readability
Clickable links for quick access
Well-structured paragraphs and indented content for improved clarity
FAQs
Can I use markup in all email messages?
Yes, as long as email customization is enabled on your account.
Why is formatting not showing for some recipients?
Some email clients may limit rendering of advanced formatting. (HTML restrictions/ emails being screened by security systems)
Can I combine multiple formatting styles?
Yes, you can mix headings, links, bold text, and indentation together.
Contact Support
Should you require any further assistance with this, please contact our Solutions team via the in-app chat (bottom right) or at [email protected]