The What Happens Next section appears in your client’s proposal when you enable it. It helps you communicate the next steps in your engagement process. GoProposal adds an approval button at the end of this section, unless you've disabled acceptance. Each proposal template can have its own version, allowing you to tailor the process for different client types or work scenarios.
Edit the What Happens Next section
Go to Configure and select Templates & Emails.
Click Edit next to the template you want to update.
Select the Acceptance tab.
Scroll to the What happens next? section.
Update the text with your preferred wording.
The proposal will show the Accept Proposal button unless you turn select No Acceptance Required.
Click Save Template.
Need Support?
Visit the Community Hub or contact us in the chat.