The purpose of a proposal acceptance email and SMS template is to notify a client when they accept a proposal shared by you. This template typically contains a pre-written message that confirms the acceptance of the proposal and provides any necessary details or next steps.
View setting
➡️ Profile > Settings > Opportunities > Proposal Acceptance Email and SMS Template > View
Configuring a Proposal Acceptance Email Template
➡️ Navigate to the Email tab.
Add your message:
Fill in both the Subject and Body sections.
Use tagging as needed.
Click Save to store the email template.
Configuring a Proposal Acceptance SMS Template
➡️ Navigate to the SMS tab.
Add your message:
Use tagging as needed.
Click Save to store the SMS Template.