Send Documents and Contracts via SMS

Sending Documents and Contracts via SMS

You can deliver important documents and contracts to your contacts directly through text messages. This method provides an alternative to email delivery, which can help ensure your documents are seen more quickly by recipients who are more responsive to SMS.

Benefits of SMS Document Delivery

SMS delivery offers several advantages for businesses that need to ensure timely document review and signing:

• Faster visibility: Text messages typically get noticed more quickly than emails
• Flexible delivery options: Send via SMS only, or combine SMS with email for maximum reach
• Template efficiency: Create reusable SMS message templates for consistent communication
• Automation support: Integrate document sending into your automated workflows
• Centralized settings: Manage default notification preferences across your account

Setting Global Defaults for Document Notifications

You can establish default notification settings that apply to document-related communications throughout your CRM. These settings help maintain consistency while allowing for individual adjustments when needed.

To configure global defaults:

1. Navigate to Payments > Documents & Contracts
2. Open Settings
3. Select Customer Notifications
4. Choose your preferred delivery method for document notifications
5. Save your changes

Note that while some document notifications can be customized per send, others will always follow the global setting you establish here.

Creating SMS Templates with Snippets

SMS snippets allow you to create reusable message templates for document delivery, ensuring consistent communication across your team.

To create an SMS snippet:

1. Go to Marketing > Snippets
2. Click New Snippet
3. Select SMS as the snippet type
4. Write your message content
5. Save the snippet

When crafting your SMS template, use clear, concise language that tells recipients exactly what action they need to take with the document.

Sending Documents to Individual Contacts

When you need to send a document to a specific contact, you can choose the delivery method that best suits the situation.

To send a document individually:

1. Open the document you want to send
2. Click Send
3. Select your preferred delivery channel (Email, SMS, or Email + SMS)
4. If choosing SMS, select the appropriate SMS snippet
5. Review the details and send the document

This approach gives you flexibility to match the delivery method to the recipient's communication preferences.

Automating Document Delivery with Workflows

You can integrate document sending into your automated workflows to ensure timely delivery based on specific business triggers.

To set up workflow-based document sending:

1. Go to Automation > Workflows
2. Open an existing workflow or create a new one
3. Add the Send Documents & Contracts action
4. Select the document template you want to send
5. Choose the appropriate sending channel
6. Save and publish the workflow

Workflow sends will use the default SMS content or template behavior configured for your documents.

Verifying Contact Information Before Sending

Before sending documents via SMS, it's important to verify that the contact has a valid phone number in their profile. This helps prevent delivery failures and ensures your documents reach the intended recipient.

When adding recipients, review the contact details to confirm the phone number is correct, especially when using SMS delivery. If you're using Email + SMS, verify both the email address and phone number.

Setting Up SMS Document Delivery

To ensure your team can successfully send documents via SMS, complete these setup steps:

1. Configure default customer notifications in Payments > Documents & Contracts > Settings > Customer Notifications
2. Create SMS snippets in Marketing > Snippets
3. When ready to send, open your document and select Send
4. Choose SMS or Email + SMS as your delivery method
5. Select your preferred SMS snippet when prompted