E-mails

When your client has signed their letter of engagement, the staff member that created the proposal will be notified with a WAHOO e-mail.

You can include key details in this e-mail, such as the company name, fees, and next steps for your staff. Click here to learn how to control this content.

Both your staff and your client will receive the official copy of their letter of engagement in this e-mail, without the preview watermark.

You can also ensure you or other key team members are notified when a proposal has been accepted within the letter of engagement e-mail settings.

Dashboard

The proposal status will also update to won on your proposal dashboard.

Automation and Integrations

Integrating with Xero, Quickbooks, Karbon, Senta and more will also enable you to trigger workflows, invoices, e-mails and internal notifications at this point.

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