Proposals App Preferences

Preferences for the Proposals app.

Updated over a week ago

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.

Note: For most of these templates, you can create your own using the Email Templates App.


General

  • 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 Emails

  • 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.

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