Send Sparkforge Documents and Contracts by SMS

By Sparkforge Support Team ·Last reviewed May 3, 2026

Sparkforge can deliver documents and contracts by SMS in addition to email. Set defaults under Documents & Contracts settings, build snippets for the SMS body, and trigger sends manually or through workflows.

SMS delivery for Documents and Contracts in Sparkforge gets proposals, estimates, and contracts in front of clients faster. You can send SMS only, email only, or both. The defaults are global, but you can override per document or trigger sends from a workflow.

Why Send Documents by SMS

  • Higher visibility: SMS gets read sooner than email.
  • Flexible delivery: Pick SMS only, email only, or email plus SMS per document or as a default.
  • Reusable snippets: Save SMS templates for document delivery and pick them at send time.
  • Workflow automation: Trigger document sends from automations with SMS as the channel.
  • Recipient context: Contact phone shows up while you build the recipient list so you catch missing numbers before sending.

Set Global Document Notification Defaults

Step 1: Open Documents and Contracts

  1. From the left menu, click Payments.
  2. Open the Documents and Contracts tab.

Step 2: Open Document Settings

  1. In the upper-right corner, click the Settings gear icon.

Step 3: Go to Customer Notifications

In the settings sidebar, click Customer Notifications. This is where you configure how customers are notified when a document is sent or signed.

Step 4: Configure "Document Received" Notifications

  • Email: Toggle on, pick a template, and customize the subject line.
  • SMS: Toggle on, click Manage, and select an SMS snippet from your saved snippets.

Step 5: Configure "Document Signed" Notifications

  • Email: Toggle on to confirm signature by email.
  • SMS: Toggle on and pick a confirmation snippet.

Send a Document with SMS

  1. Open or create a document under Payments → Documents and Contracts.
  2. Add the recipient. The phone number shows up next to the contact so you can confirm SMS delivery is possible.
  3. At send time, choose SMS only, Email only, or Email + SMS. The default reflects what you set globally.
  4. Pick or accept the SMS snippet for the body and click Send.

Trigger Document Sends from a Workflow

  1. Build the workflow that should send the document (e.g., after a discovery call is booked).
  2. Add the Send Document action.
  3. Pick the document template, the recipient mapping, and SMS as the delivery method.
  4. Test on a sandbox contact before turning the workflow on for production.

Frequently Asked Questions

Can recipients sign a document from a text message?
Yes. The SMS contains a link that opens the document in a mobile-friendly view where the recipient can review and sign.
Do I have to choose between email and SMS?
No. You can pick SMS only, email only, or both per document. The global default is set in Customer Notifications and can be overridden at send time.
Where do I edit the SMS body?
SMS bodies use Snippets. Create or edit them under Snippets in your sub-account, then select the right one when configuring document notifications or sending the document.
Will the recipient get a notification when they sign?
Yes, if you enable the Document Signed notification. Configure email, SMS, or both in the same Customer Notifications panel.
Can I automate document sends from a workflow?
Yes. Use the Send Document action inside a workflow, pick the template, and set SMS as the delivery method on the action configuration.

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