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:

  1. Subject Line

  2. Body

  3. Signature

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.

Did this answer your question?