When sending a proposal, you can add an additional signatory. The email sent to this signatory can be customised separately from the main signatory email.
Customise the additional signatory email
Go to Configure and select Engagement Letters.
Select the Emails tab.
Scroll down to the Additional Signatory Email Content section.
Enter your preferred email text.
Click Save Settings.
When you send a proposal and the main signatory signs and accepts, the additional signatory receives the customised email.
See also
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