Customize Proposal/Estimate Send Email
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T
Tiffany Lopez
It'd be awesome if we could customize the subject line and verbiage of the proposal/estimate send email.
Once this feature is available to use in workflows in triggers and within the sequence, I'm thinking I'm going to use this to automate send/receiving of client contracts and I want the emails to say I've sent a contract rather than proposal.
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S
Sales & Marketing
complete
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Ben Rutledge
Sales & Marketing or RevEx Group, this should be merged in with the other post titled "Ability to Style Proposal Sent Email" to accurately reflect votes.
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Natalie Hirsch
I also need to customize the verbiage and look and feel of the email - both the Proposal Sent as well as the Proposal Signed email use language that is not consistent with my process or brand. Alternatively, the ability to generate the link to the proposal so that I can manually email or text it to the contact would be great.