You can control which documents you send to your client for each proposal template. This is useful if you want to share a proposal without engaging the client yet or include a letter of engagement for formal agreements.
Specify which documents to send to your client
Go to Configure and select Templates and Emails.
Click Edit next to the template you want to update.
Find the What documents do you want to send? section.
Use the dropdown menu to select Proposal Only or Proposal & Letter of Engagement.
Scroll down to select Save Template.
Define approval options
Go to Configure and select Templates and Emails.
Click Edit next to the template you want to update.
Select the Acceptance tab.
Choose how clients will approve documents:
Proposal Only:
Acceptance Button Only
No Acceptance Required
Proposal with Letter of Engagement:
Any of the three available options
Scroll down to select Save Template.
Configure e-mail content
Go to Configure and select Templates and Emails.
Click Edit next to the template you want to update.
Select the Emails tab.
Update the e-mail text to match your approval settings.
For example, if using the Acceptance Button Only, remove references to signing and replace it with approving
Scroll down to select Save Template.
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