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Conga Support

Send for Negotiation Default Email Template

Set a Default Email Template

Setting the Email Template parameter at button level will override the global default template set on the Contracts for Salesforce Setup page. You can set a default Send for Negotiation email template with the following parameter:

Parameter Name Description
EmailTemplateId Sets a default Send for Negotiation email template.

Example: EmailTemplateId=‘00X1T000001llsR'

 

To add these parameters, take the following steps:

  1. Create a Custom Send For Negotiation Button.
  2. Enter the following formula into the Formula Field:

{!URLFOR($Action.Contract.APXT_Redlining__Send_for_Negotiation, null, [Id=Contract.Id, EmailTemplateId=‘00X1T000001llsR', false)}

 

The items in bold are where you will manually enter the template ID you want to use as your default Send for Negotiation email template.