Adding a Partner Signature To Your Templates

If you would like to include the relevant partner’s signature to your engagement letters, using placeholders will allow you to use a single template instead of having to create one for each partner.

Copy the following bit of code to your template:

{{ client.partner_name | signature }}

{{ client.partner_job_title }}

{{ practice.name }}

The above blocks of code tell PI to show the client's assigned partner's name as a signature, then follow it with the partner's job title and your practice name.

The same block of code can also be used in your PI email templates.

Note: The above placeholder will require you to assign a Partner to each Client as well as define the partner's job title. Learn how to assign a partner to a client and how to set a job title for a PI User.