Updating default email templates during the Proposal Sharing process.
When Sharing a Proposal from within a Quote, users can update the default text on the fly and save changes as a default.
First, open a Quote and navigate to the Share Proposal module:
Next, make the necessary updates to the following fields:
Once the original text is updated, you'll notice a "Save as default message" checkbox appears toward the bottom of the window.
Lastly, check the "Save as default message" checkbox and share the Proposal (either with a customer or yourself) to save the configured defaults.