eSign Toolkit- Customizing Text

When a Comfort Advisor sends the eSign Link, customers will see our default text message unless you customize the text.

You can easily tailor the message to align with your company’s tone and professional branding to reflect your company’s style. 

This customization allows you to maintain a consistent voice across all communications, reinforcing your company's identity while building trust and credibility with your clients.

1. Start your message with your company name to ensure immediate recognition. Text messaging is the preferred way to connect with your customers, as it greatly simplifies the transmission of security codes to the consumer.  2. Don't forget to enable text messaging. 3. Text responses are not supported. Let the customer know and share the best way for them to contact you!

eSign Toolkit- Notifications

eSign Toolkit- Customizing Email