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. It is split into two sections.
Require Payment to Accept Proposal: If enabled, the customer is required to pay when accepting a proposal. In this case, a payment gateway is required.
Terms Engagement Letter Template: The template to use for the terms of the proposal.
Print Template: The template to use for the engagement letter. This is accessible when View Engagement Letter is selected on the Method side, or View Signed Document on the client's portal side.
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).
Payment Method Expiring Email: Courtesy email to inform your customer when their saved payment method is in the month of expiry and guide them to the customer portal to update their payment method.
Payment Unsuccessful Email: Courtesy email to inform your customer that their recent auto-payment was unsuccessful and guide them to the customer portal to complete the payment.