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 Library → Emails.
You can also customize a Next steps message that appears on your clients screen after the proposal is accepted.
This message template can also be edited by navigating to Library → 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 which Email Template to use for that Proposal (under the Delivery Channel section).
Adding more email templates
You can add multiple New Proposal Email templates if you are on a Professional or Scale plan by clicking New message template.
Alternateively, you can customise our default templates directly, or make duplicates for your own use by clicking Duplicate when you are within a particular template.
Proposal accepted on screen message
The proposal accepted on screen message is the message shown to the client in the browser right after they accept the proposal.
This cannot be archived or duplicated and you cannot have more than one of each of these templates.
See an example below.
If you wish, you can edit this by navigating to Library → Messages → Proposal accepted on screen message.
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:
Web connector email - this email will be sent to a prospect/client after they submit a query via the web connector. You can find out more about the web connector feature here. (Classic Proposals Only)
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.