Email Templates [video]
Here you can create email templates to:
- Send to your client with your proposal
- Send a reminder to your client, if they have yet to view your proposal
- Send a Thank You email to your client after they viewed your proposal
You can create and save your own email templates to Send to Clients. To do this go to Settings > Email Templates.
You will be brought to the Email Templates page:
A default template is currently in place. To customize a template, click on one of the template names or select "New Template". Here you can customize the subject line, message and design of your email:
Click "Save" to save the template.