The Proposals Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [
⋮ ] on your Proposals App and selecting Preferences.
The preferences screen allows you to set notification templates, email templates, and requiring payments.
Internal Email Notification Template: the template used for the notification email sent to the Method User assigned to the proposal.
Customer Email Notification Template: the template for the email sent out to contacts when a payment is entered (unless the contact is flagged to opt out of billing emails).
Engagement Letter PDF: The template to use for the engagement letter. At the moment, this can only be changed via customization.
Terms Engagement Letter Template: The template to use for the terms.
Payment Required to Accept?: If checked, a banner will appear stating the "Payment Gateway is not setup." Uncheck to allow acceptance without payment.
Note: For the notification templates, you can create your own custom notification templates using Email Templates App.