Custom emails for Proposals
complete
J
Juan
We need the ability to customize the email that is sent out with the proposal.
Similar to membership emails.
First of all, it says "Proposal". But many people will use this mostly to send contracts/legal documents.
So if we send out a General Service Agreement to a client, and it says "Proposal" in the email, it's confusing. It should be called something neutral like "Document". Also, we should be able to send the email from the verified email and not LeadConnector's default email for better branding.
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S
Sales & Marketing
marked this post as
complete
This is available under proposal settings already
I
Isaiah Spencer
you can already customize this. settings - select a different template.