This support article explains how to deliver documents through SMS channels in Scalendo, complementing traditional email delivery methods.

Key Sections

What It Is

The feature enables delivery of contracts and documents to recipients through text message as an alternative to email-only approaches.

Main Advantages

Faster visibility through SMS messaging

Flexible delivery: SMS-only or Email + SMS combined

Reusable message templates via snippets

Workflow automation support

Centralized notification settings

Setup Steps

Users can establish global defaults by navigating to Payments > Documents & Contracts > Settings > Customer Notifications, then selecting their preferred delivery method.

Creating Reusable Templates

SMS snippets can be created in Marketing > Snippets as SMS message templates, allowing teams to maintain consistent messaging for document sends.

Sending Methods

The feature supports three sending approaches:

1. Individual sends with channel selection at send time
2. Workflow-based automation for standardized delivery
3. Contact information preview during recipient selection

Key Limitations