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.

For the Individual Settings, click the Customization button in the right sidebar menu while creating or editing a Proposal.

The Individual Settings have fewer options available, so be sure to configure the Global Settings before creating a new Proposal.

Global Proposal Styling

Upload a logo, choose the font type and size, and customize the colors that will appear for your Proposals.

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 Select All to notify the entire Staff Team.

You can also send up to two email reminders after the Proposal is sent, and can specify the number of days.

Page Content Settings

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