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.