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How can I edit the staff email sent when a proposal is produced?
How can I edit the staff email sent when a proposal is produced?

Be in the know with how to add team members email addresses so they are notified when a proposal is sent.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

What Is The Staff E-mail? 

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.

How To Edit The Staff E-mail

Step 1. Go to configure > Templates & Emails

Step 2. Edit a proposal type

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.

Step 3. Select the e-mails tab

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

Step 4. Edit your staff e-mail

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.

Step 5. Save your settings

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

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