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
| If enabled, the customer is required to pay when accepting a proposal if one or more items have Billing Type set to "When Accepted". In this case, a payment gateway is required. |
Terms Engagement Letter Template | Email template used when sending the terms of the proposal to the client. |
Print Template | Template used 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 | Email template used for the notification email sent to the Method User assigned to the proposal. |
Require Payment to Accept Proposal
Customer Emails
Customer Email Notification Template | Email template for the email sent out to contacts when a payment is entered (unless the contact is flagged to opt out of billing emails). |
| When enabled, you can select the 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. |
| When enabled, you can select the courtesy email to inform your customer that their recent auto-payment was unsuccessful and guide them to the customer portal to complete the payment. |