Send Documents & Contracts via SMS

Send Documents & Contracts via SMS

Email and SMS Marketing/Campaigns| Product Payment Invoice| Documents and Contracts
September 08, 2025•1 min read

Effective communication with your customers requires flexibility on your part. So, we understand how limiting it was to send documents only via email. To ease this, we’ve added the send via SMS option. Let's learn how!

⭐️ How To Send Documents & Contracts via SMS?

  1. Inside the document builder, select your primary recipient, then click send.

    1

  2. Select the Email & SMS or SMS option for your sending channel.

    2

  3. Select the SMS Template you want to send, or click Manage to access the SMS snippets module.

    2

  4. Once you’ve selected the template, click Send.

    4

⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Experience: Reaching customers with their preferred method of communication increases the likelihood of striking a deal.

  • Global Defaults: You can set global defaults for Document Sent and Document Signed notifications to help you save time and ensure consistency.

  • Workflow Integration: When sending your documents via Workflows, you can choose the channel as email, SMS, or both.

Now, you can create and use SMS templates to deliver your clients' documents, resulting in a more personalized experience that helps you achieve maximum visibility. We hope you enjoy the added flexibility of defining the sending.

paymentsdocumentscontracts
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Back to Blog