Configure and automate proposal acceptance and deposit payment-related processes, ensuring a smooth experience for both your team and customers.
Prerequisites
Include the portal link in the proposal acceptance email/sms.
Stripe integration is required to take credit/debit card payments.
GoCardless integration, using their 🔗️ Instant bank pay feature, is required for bank transfers.
Compose a Payment email template if you want to send a receipt on successful payment.
Compose an email template to send notifications by email.
View setting
➡️ Profile icon > Settings > Self Service > Proposal Portal > View
Configure the portal
Payment Details
The Payment details section is available only if you integrate your Commusoft account with Stripe and/or GoCardless.
Enable credit card:
Always: The credit card payment options will always be available when customers accept proposals, including any option avaiable through Stripe.
Enable when amount is less than: Configure a deposit threshold.
If the deposit is less than the specified amount, customers can pay via card options.
For higher amounts, the bank transfer option will be required.
Preferences
Send payment receipt to customer: Check box to automatically email customers a receipt after deposit payments are processed.
The receipt will include the payment receipt PDF and use the email template set in the Payment email template settings.
Notifications
Send notification to: Assign roles or specific users to receive notifications when a proposal is accepted and a deposit is paid (if applicable).
Both Sales and JMS roles and users are available if you have both products.
Email Notifications
To: Choose users, roles to type an email address to send the email notifiction when a proposal is accepted and a deposit has been paid (if applicable).
Email templates: Assign an email template for this notification.
Preview template: Check the selected email template.