Depending on the Proposal Template you select, you may want a different Wahoo email to be sent once your client accepts. You may want to customise a different Wahoo email for clients who have 'no acceptance required' templates.
Step 1:
To edit the Wahoo email content, head to Configure > Templates & Emails and 'Edit' a proposal template.
Step 2:
Select the 'Email' tab from your Proposal Template.
Scroll down to the bottom of the page, and you will see a tab for 'Custom Wahoo Emails'. Select the toggle beside this so it turns 'On'.
Step 3:
Editing the content.
Once you have turned this toggle on, the 'Staff Email Subject/Content' will appear. Here you can make the edits to the Wahoo content, and select to Save Proposal Template.
Step 4:
Once you have added this to your Proposal Template and saved the content, once a proposal is generated, signed & accepted - the custom email for this template will generated.
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