Method

The Proposals Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [<code> ⋮ </code>] 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.

- 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 <a href="https://help.method.me/en/articles/1499401-create-a-basic-email-template">Email Templates App</a>.