Proposal Settings

How do I configure settings for Proposals?

Before creating your first Proposal it's a good idea to set a standard for the appearance, notification settings, and default pages.

Navigate to Office > Proposals. Hover your cursor over the Proposals tab in the top navigation bar and select Settings from the dropdown menu.

CLICK HERE to learn about Proposals

These are the Global Settings for Proposals, which will be the default value for any new Proposal or Proposal Template you create.  Be sure to create your Global Settings 'Styling' first to save time for all future Proposals.

If you need to change the styling for an individual Proposal, you can so by clicking the  Customization icon in the right sidebar menu while previewing your Proposal.

Global and Individual Proposal Settings

The following Styling options are available in both the Global and Individual Proposal Settings;

Upload a logo, choose the font type and size, and customize the colors.

Additional Global Settings

In addition to styling, within the Global settings you can also set the Notifications settings and customize the 'Accept & Sign' and the 'Thank You' pages.

Notification Settings

You can configure Notification Settings for when the Proposal is viewed and signed. Choose a Staff Member from the dropdown menu for each field. You can select multiple users or click 'All Staff' to notify the entire Staff Team.

You can also set two email reminders for when the Proposal is close to expiring and send an internal notification to staff members when the Proposal is signed or rejected.

Accept & Sign Page and Thank You Page

You can customize the Accept & Sign page and the Thank You page with a standard WYSIWYG editor. You can include Placeholders by clicking the {x} icon.

TIP: Any text you add to the Accept & Sign Page will be placed above the e-Signature Pad.

CLICK HERE to learn about Dynamic Data Placeholders