Staff E-mails

Each proposal you produce is emailed to the staff member who was logged in at the time of creating the proposal.
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If you'd like another staff member or yourself to be cc'd into these e-mails, you can do so by configuring the staff e-mail content for your proposals.

You can also ensure more than one staff remember receives any 'WAHOO' e-mails confirming that a proposal has been accepted, click here to learn how.

Client E-mails

The proposal is sent to the client who's e-mail you input when you complete the proposal.

If you'd like to include somebody else in this e-mail from the business, you can do this from the create proposal tool by scrolling down to the customer e-mail section and using the additionally e-mail to field.

To include multiple e-mail addresses, just separate these by a comma.


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