Every proposal you create is sent to the member of staff who produced the proposal, along with details of that proposal. 

This member of staff will also be notified in a second email when the associated letter of engagement has been approved.

Here's how you can edit what this e-mail says and specify any additional team members you would like to send this to.

With every proposal template you can edit the email that goes out, so that you can include relevant content for each type of work you do.

You can also edit your proposal PDF content and the proposal settings here.

You can configure what the staff e-mail says here. Merge fields are a great way to pull through relevant information through to the proposal such as the clients name or proposal number.

By default, these e-mails will go to the staff member who produced the proposal. You can use the additionally email to section to also notify other team members.

If you have any questions, please reach out to us! 😃

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