Sometimes when sending out a proposal, you'll want to add an additional signatory to also sign and accept.

The email that is sent to an additional signatory can be configured differently to the email sent to the main signatory.

Step 1:


To access the email content to edit, head to Configure > Engagement Letters > Emails.

Step 2:


Configuring the email content.


Within your Engagement Letter Emails, your Wahoo emails are configured. Below 'Client Email Content', you can edit the field for 'Additional Signatory email Content'

Once you have configured the additional signatory email content, save your settings.

Once a proposal is raised, and the main signatory has signed and accepted the proposal, the additional signatory will receive their proposal email.

Any questions, contact us on SupportGoProposal@sage.com

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