Edit default template for proposals.
complete
A
Alexander
Merged in a post:
Estimate proposal email
Keven Girard KGC
When we send a proposal with multiple estimates, there's an automatic text form workiz that is sent to the client. But there's no way to modify the template. We can modify the template for one estimat and for invoices but not for proposals. It doesnt make sense.
We are a company in Quebec and we need to send our email in french. To do so we have to modify the text for every single proposal we send.
A
Alexander
complete
Hi everyone, the function is available via the proposal send side panel (edit template)
A
Alexander
planned
The Gutter Captain
YES, please make this change. This is such an annoyance
Talisa Rafferty
I JUST realized that the customized email that I thought was being sent out, is not being sent out. This is a very important update for our company.