What Is The Redirect Function?

Once your client has signed or approved their engagement letter, they can be redirected elsewhere.

For example, to a thank you page on your website with a video or a google form you need filling out to capture further details.

Learn how you can set this up with your proposal templates.

How Can I Set This Up?

Please note: The GoCardless integration is one form of re-direct, so when in place this can't be done.


Step 1. Go to Configure > Proposal Templates & E-mails

Step 2. Select edit or add a new proposal template.

Step 3. Add the URL into the redirect field

Add the web address of the page you'd like your clients to be redirected to on your website in the field indicated.

Discover More
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>> The GoCardless Integration

>> Configuring your proposal templates

>> Controlling your client e-mail content

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