Admins can now create and manage multiple email templates for DealRoom Publish, Republish, and Fully Signed emails.

Each template is fully customizable, including content, logos, banners, and buttons, and can be automatically selected using rule-based logic.

Sellers can still edit the content within their assigned template, while admins maintain full control over branding and template rules without needing support.

Benefits

• Consistent, professional email communication
• Greater control with multiple customizable templates
• Automatic template selection based on defined rules
• Simpler, more scalable email setup

*This feature is available upon request. For setup guidance, configuration best practices, and help getting started. Please contact your Customer Success Manager.