When you create a proposal, GoProposal automatically sends an email to the staff member who produced it. This email includes proposal details. The same staff member also receives a second email when a client approves the engagement letter.
You can customise the content of these emails and add other team members as recipients.
Edit the staff email
Go to Configure and select Templates & Emails.
Click Edit for the proposal template you want to edit.
Open the Emails tab.
Scroll to the Staff Email section.
Edit the email content as needed. Use merge fields to include details, such as client name or proposal number.
To notify other team members, add their email addresses in the Additional Email To field.
Click Save.
Important notes:
By default, the system sends the email to the staff member who created the proposal
You can also edit proposal PDF content and settings from the same screen
See also
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