Templates and signatures

The emails that Sourced sends on your behalf (quotation requests, notices to non-awarded suppliers) are personalized at two levels: company-wide (the standard for everyone) and personal (your version, if you want to stand out). Your personal version replaces the company's one only when dynamic sender mode is enabled on your email account.

Templates

In Settings → Email Templates you edit the additional content of two types of sends, with My version / Company tabs:

• Quotation request: the text that accompanies each RFQ.

• Notice to non-awarded suppliers: the message for those who quoted and didn't win.

The indicator at the top shows you which one is being applied to your sends. Changes affect only future emails.

Signatures

In Settings → Signatures:

• Personal: you configure your name, title and phone with a real-time preview. This signature is applied only when dynamic sender mode is active on your account; if it's off, the screen shows a notice indicating so.

• Company: the organization's logo (it's uploaded here and appears in all signatures), the default data for each email account and the dynamic mode switch per account. The template uses variables such as {{sender_name}}, {{sender_title}}, {{sender_phone}} and {{signature_logo_url}}.

How it's resolved which signature is sent

1. With dynamic sender on: your personal data → if missing, the account's → if missing, the account name.

2. With dynamic sender off: always the account's data (the personal one is ignored).

How the supplier sees you in their inbox

With dynamic sender active, the supplier sees the sender as "Name - Company" instead of the mailbox address. It is the difference between receiving a request from purchasing@yourcompany.com and receiving it from a person.

That said: your name only appears if you deliberately filled in your signature. Having a user name on the platform is not enough — filling in the signature is what declares that you want to be visible outwards. Without a signature, the email goes out with the organization's brand alone.

Two things worth keeping in mind:

• Tenders and delivery tracking always go out with the brand alone, on purpose: in a competitive process, a personal name on the invitation tells the bidder who to push.

• If no job title is set anywhere, the signature omits the title line instead of inventing one.

• Some email clients —notably Exchange and Office 365— ignore this and display the mailbox name instead. It is not a configuration error.