Each proposal you produce is emailed to your clients and your team.
You can configure different email content for different proposal types and you can even edit them on the fly if need be.
This is how you do it...
How To Edit
Step 1. Go to Configure > Proposal Types & E-mails
Log in to the admin are of your app and go to proposal types and e-mails.
Step 2. Edit a proposal type
Select edit next to the proposal template you would like to tweak the e-mail content for.
Step 3. Select the e-mails tab
Ensure you have the e-mails tab selected.
Step 4. Construct your e-mails
Client e-mail content
The first box is where you will decide the subject heading and content of the e-mail that goes to your clients upon completion of a proposal.
Merge tags are a great way to automate key references, such as the proposal ID as seen in the subject heading and staff details at the end.
Attachments enable you to specify what documents you'd like to go out with a particular proposal type.
Staff e-mail content
Your staff will be notified every time a new proposal is made for a client. This is where you can decide what this e-mail says.
By default, these e-mails will go to the staff member who produced the proposal. However, you can use the 'additionally e-mail to' section to send this to other team members.
Step 5. Save your settings
Once you've finished building out the content, save your settings.
Tips & Tricks
- You can add your e-mail signatures into Go Proposal so that they automatically populate at the end of all of your emails. This is dealt with in a separate area of the app. Click here to discover how.