Hi,

Currently, Blackbaud sends automated emails to vendors regarding payments and other transactions without allowing customers to preview or modify the content. This lack of visibility can lead to:

• Miscommunication or confusion for vendors due to unclear or generic messaging

• Inability to include company-specific instructions, branding, or contact details

• Challenges in troubleshooting vendor inquiries about payment status or details.

We propose the following enhancements:

• ✅ Email Template Management: Allow users to access and edit email templates for vendor communications directly within Blackbaud.

• 🔍 Preview & Audit Trail: Provide a preview of outgoing emails and maintain a log of what was sent and when.

• 🎨 Branding & Custom Fields: Support for custom logos, sender names, and dynamic fields (e.g., payment terms, contact info)

• 📬 Test Email Functionality: Let users send test emails to verify formatting and content before enabling live communications.

Impact:

This feature would empower businesses to maintain professionalism, reduce vendor support overhead, and ensure that payment-related communications are accurate, timely, and aligned with their operational standard.