How to customise notifications sent in Proposals and Estimates
Modified on: Sat, 21 Oct, 2023 at 5:30 AM
Improved Email Template Customisation and Enhanced Notifications
Introducing a set of enhancements to Proposals/Estimates which will provide businesses with more control over their communication processes. Here’s what’s new in this release:
Customisable Email Templates
Businesses can now personalise email templates for sending documents or signed copies to clients. Create templates that reflect your and communication style.
User-Friendly Settings
Access these customisation options within the Settings page under “Customer Notifications” and “Team Notifications” for a quick and hassle-free setup.
Default Team Notifications
Team notifications will now be sent to the business user who is sending the proposal or document by default. This keeps the sender informed
Dynamic Proposal Customisation
Easily insert proposal custom values directly into the email content. This allows to include links, customer details, total amounts, and more in the email templates, making the communication engaging and informative.
