This step allows you to personalize your proposal with custom messages, videos and brochures along with seeing a preview of the proposal from the client's perspective.
Introduction and Next Steps messages
Save time and drive efficiency by creating templates.
You add a customized Introduction that will act as the first page of your proposal and a customized Next Steps message which appears after they accept the proposal.
This is how the Introduction and Next Steps messages display on the proposal from the client's perspective:
New proposal email
Select a proposal email notification template of your choice. This is the email that your client receives with the link to view their proposal. email