Ability to Style Proposal Sent Email | Payments

Ability to Style Proposal Sent Email

complete

Ben Rutledge

The new proposal & estimates feature is great, but we really need the ability to customize what the email the customer receives says and looks like. The email that sends automatically sqiushes our logo, has no ability to change brand colors, and looks really unprofessional.

August 17, 2023

Sales & Marketing

marked this post as

complete

This is live now. Refer here for more info - https://ideas.gohighlevel.com/changelog/configure-custom-email-notifications-for-proposals-and-estimates

Sales & Marketing

Merged in a post:

Customize Proposal Emails

Will Anagnos

See my loom - https://www.loom.com/share/f69075e526e04ac0b499d659f17c967d

September 7, 2023

September 19, 2023

Sales & Marketing

marked this post as

in progress

Sam Newman

This is also true for the email sent for Reviews. We should be able to format it styles, colors and language of our specific customers to make it more professional and appealing. It also squishes the logo as well.

Sales & Marketing

marked this post as

under review

Maggie Benson

I'll add to this - i'm sending consignment agreements and need the language changed. It's not a proposal at all, but a legal working agreement