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Use our templates or add your own email templates and customize them till you are happy!

Customizing email and message templates

Insert a link to your client intake form within your proposal acceptance emails and messages to automate your new client onboarding!

Adding a form to proposal acceptance emails and messages

You can have as many new proposal email templates as you like on our Pro, Pro+ & Scale plans. Learn about our best practices here!

How to set up multiple "New Proposal" Email templates

Adding a Partner Signature To Your Templates

Tom Maxwell

Jeff Borlaza

Beth Doble

Notification Email Templates

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