After a client approves a proposal or engagement letter, you can redirect them to any URL.
Common uses include:
Sending clients to a thank-you page with a video
Directing clients to a form to capture other details
Redirect clients after proposal acceptance
Go to Configure and select Templates & E-mails.
Edit an existing proposal template or create a new one.
In the Redirect when this Proposal is Accepted field, enter the URL you want clients to visit.
Click Save Settings.
📎NOTE: If you use the GoCardless integration and have payment set to occur after acceptance, you can't use the redirect feature.
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