Whenever your clients receive or accept a proposal, they will be notified by an email that is automatically sent by the system.
You can customize these emails to align with your brand, insert some personality or even provide more information to your client before and after the proposal is accepted. These email templates can be edited by navigating to Templates → Emails.
You can also customize the Intro Message and Next steps message that appears on your clients screen when viewing and accepting proposals. These message templates can be edited by navigating to Templates → Messages.
New proposal email
This is the email that is sent to your client when you send them a proposal.
By default you will have one email here called New proposal email.
Edit the contents of the email template by clicking on it.
You can include placeholders for client information such as the contact name of the person you are sending the email to.
The Presentation step in the proposal editor is where you can select the new proposal email template under the Email section.
Adding more email templates
You can add multiple New Proposal Email templates if you are on a Pro, Pro+ or Scale plan by clicking New template at the top right of screen.
Alternatively, you can customise our default templates directly, or make duplicates for your own use by clicking More actions → Duplicate when you are within a particular template.
Intro message + Next steps message
Intro message
The Intro message is the first page of your proposal that your client will see when they open the proposal link.
See an example below.
Next steps message
The Next steps message is the message shown to the client in the browser right after they accept the proposal.
See an example below.
On all Ignition plans, you can customize the Intro message and the Next steps message templates and add additional templates in Templates → Messages.
You can then edit the template however you like. Remember to click Save template when you are finished!
Miscellaneous Message Templates
The final section contains some email templates that will only be used in some cases and should only be reviewed or customised should you need to use these features:
New group proposal email (XPM only) - this is the new proposal email that will be used if you send proposals in "Group mode" and is only available if you have Xero Practice Manager (XPM) connected. Find out more about sending in Group Send Mode with XPM here.
ACH verification request email - if you are an Ignition subscriber in the USA, you will also have 2 email templates to do with manual ACH verification by micro-deposit for your clients ACH payments. We do not recommend editing these email templates. Find out more about ACH verification in the USA here.