When clients sign an engagement letter or approve a proposal, the system sends Wahoo emails to clients and staff. You can edit these emails to personalise them and ensure they reflect the proposal template.
Edit Wahoo emails
Go to Configure and select Engagement Letters.
Select the Emails tab.
You'll see two email types:
Client Email: Sent to the client when they accept the engagement letter
Staff Email: Sent to the team member who created the proposal
You can also create a different email for proposals requiring approval without a signature.
Select the email you want to update.
Overwrite the subject and body text with your preferred content.
Click Save Settings.
Create a test proposal to preview the email.
GoProposal sends your customised Wahoo emails when clients sign or approve documents.
See also
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