A collection of ready-to-use message templates for common scenarios. Copy any of these into your Message Templates settings and customise them to suit your business.
All templates support placeholders like {{recipient_name}}, {{sender_name}}, and {{sender_email}} which are automatically replaced with the relevant details when the envelope is sent.
Tax return sign-off
Hi {{recipient_name}},
Please review your tax return documents for the current financial year and sign where indicated.
If anything doesn't look right or you have questions, please contact us before signing.
Kind regards,
BAS review
Hi {{recipient_name}},
Your Business Activity Statement is ready for review. Please check the details carefully and sign where required.
If you have any questions, don't hesitate to reach out.
Kind regards,
SMSF annual documents
Hi {{recipient_name}},
Your Self-Managed Super Fund documents for the current financial year are ready for review and signing.
Please review each document carefully and sign where indicated. If you have any questions, please get in touch before signing.
Kind regards,
Engagement letter
Hi {{recipient_name}},
Thank you for choosing to work with us. Please find our engagement letter attached for your review.
Read through the terms carefully, complete any required fields, and sign where indicated.
We look forward to working with you.
Kind regards,
Cost agreement
Dear {{recipient_name}},
Please find the Cost Agreement attached for your review and execution.
If you have any questions or require clarification on any of the terms, please contact us before signing.
Kind regards,
Service agreement
Dear {{recipient_name}},
Please find the Service Agreement attached for your review and execution.
If you have any concerns or would like to discuss the terms, please don't hesitate to reach out.
Kind regards,
Non-disclosure agreement
Hi {{recipient_name}},
Please review and sign the attached Non-Disclosure Agreement at your earliest convenience.
If you have any questions about the terms, feel free to get in touch.
Kind regards,
Authority to act
Dear {{recipient_name}},
Please review and sign the attached Authority to Act so we can proceed on your behalf.
If you have any questions, please contact our office.
Kind regards,
New client welcome
Hi {{recipient_name}},
Welcome, and thank you for choosing to work with us.
Please review the attached documents, complete any required fields, and sign where indicated.
If you have any questions, feel free to contact us at {{sender_email}}.
Kind regards,
Document review and sign
Hi {{recipient_name}},
Please review the attached documents and sign where indicated.
If you have any questions, don't hesitate to reach out.
Kind regards,
Quote acceptance
Hi {{recipient_name}},
Please find our quote attached for your review. If you're happy to proceed, sign where indicated and we'll get started.
This quote is valid for 30 days. If you have any questions, please get in touch.
Kind regards,
Registration form
Hi {{recipient_name}},
Please complete and sign the attached registration form.
If you have any questions, feel free to reach out.
Kind regards,
Letter of offer
Hi {{recipient_name}},
We're pleased to offer you a position with our team. Please find your Letter of Offer attached.
Review the details carefully, and if you're happy to accept, sign where indicated.
If you have any questions, feel free to reach out.
Kind regards,
Employment contract
Hi {{recipient_name}},
Please find your employment contract attached. Review the terms and sign where indicated to confirm your acceptance.
If you have any questions, please contact us before signing.
Kind regards,
Onboarding pack
Hi {{recipient_name}},
Welcome to the team! Please find your onboarding documents attached.
Review each document and sign where indicated. You'll receive a copy of everything once complete.
We're excited to have you on board. If you have any questions, don't hesitate to reach out.
Kind regards,
Employment policies
Hi {{recipient_name}},
Please review and sign the attached workplace policies. These form part of your employment terms and you'll receive a copy for your records once signed.
If you have any questions, please reach out.
Kind regards,
Contractor agreement
Hi {{recipient_name}},
Please find the contractor agreement attached for your review and signing.
If you'd like to discuss any of the terms before signing, feel free to get in touch.
Kind regards,
Lease agreement
Hi {{recipient_name}},
Please find your lease agreement attached for review. Read through the terms carefully, then sign where indicated.
If you have any questions about the lease, please contact us.
Kind regards,
Property management authority
Dear {{recipient_name}},
Please review and sign the attached Property Management Authority so we can begin managing your property.
If you have any questions or need anything clarified, don't hesitate to reach out.
Kind regards,
Statement of Advice
Hi {{recipient_name}},
Thank you for meeting with us. Please find your Statement of Advice attached for review.
Take your time reading through the recommendations. Once you're comfortable, please sign where indicated.
If you'd like to discuss anything further, we're happy to arrange a follow-up.
Kind regards,
Client review documents
Hi {{recipient_name}},
Your annual review documents are ready. Please review the attached and sign where indicated.
If you'd like to discuss anything before signing, we're happy to arrange a call.
Kind regards,
Insurance application
Hi {{recipient_name}},
Please find your insurance application attached. Review the details carefully, complete any required fields, and sign where indicated.
If anything needs updating or you have questions, please get in touch.
Kind regards,
