Skip to main content
All CollectionsCore SettingsOpportunities
Proposal acceptance email and SMS template
Proposal acceptance email and SMS template
Updated over 2 weeks ago

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.

  1. Add your message:

    • Fill in both the Subject and Body sections.

    • Use tagging as needed.

  2. Click Save to store the email template.


Configuring a Proposal Acceptance SMS Template

➡️ Navigate to the SMS tab.

  1. Add your message:

    • Use tagging as needed.

  2. Click Save to store the SMS Template.

Did this answer your question?