Templates & Emails
How to set up and configure your templates & emails
By Chloe and 3 others4 authors20 articles
An Overview of Proposal Templates
How To Edit A Proposal Template
How do I edit the Proposal PDF?
Control Your Key Proposal Settings
What is a Proposal Type? Can I change the name? Eg. renewal/extra work order/proposal
How do I set a different minimum monthly fee for different templates?
Where can I specify which documents to send to my client?
Redirect a prospect or client to your web page when your proposal has been accepted.
Where do I edit the proposal introduction?
What is the roadmap section? How do I edit the features?
Where do I edit the please note section in my Proposal?
Add Full Page Graphics To Your Proposals
How To Insert Testimonials Into Your Proposals
Where do I edit the proposal e-mail that gets sent to my client and staff?
Where do I edit the What Happens Next section?
How do I preview changes I have made to my templates?
How To Disable Karbon Work Items Per Proposal Template
Understand what merge fields are and how to use them
I have made changes to my templates but these are not pulling through to my proposal.
How To Customise Your Wahoo Emails on your Proposal Templates