When we hit the send document button, you will have the option to draft an email in the email pop-up which is sent along with the document.




We do not display this on sent documents as the expectation is to use templates and any changes need to be done in the templates. But sometimes the content added here can be crucial and we can retrieve this information from the Sales activity module.

1. Click on the sales activity module.
2. Click on the three dots towards the respective activity, in this case, the activity would be that a proposal is sent, and click the Edit button.


3. Click on “View Email” under the description.


4. The content will be visible here.