Proposal Message Templates
gathering votes
D
Devin Inman
Would like the templates to be able to be selected when sending a proposal
S
Shandrial Hudson
Yes, we would like to be able to change the verbiage that automatically populates
Shawn Goebel
Merged in a post:
Would like to send templete email with pricing proposal
M
Mark Roberts
Please make this a thing and upvote it. because that would change the game
M
Mark Roberts
Yes, currently we are all copy and pasting our favorite emails with price proposals. We send a price proposal to all customers. It'd be nice to use our pre loaded email templets on price proposals.
It'd be cool to "Desk a deal" and "Share" the proposal with a template
Shelby Parker
Hiya Mark Roberts, thanks for this post! I have a few more questions for you:
- What specific information would you like to include in the pricing proposal email template?
- How frequently do you anticipate using this email template for pricing proposals?
- Are there any specific features or integrations you would like to see in the email template functionality?
J
Jacob Coleman
marked this post as
gathering votes
J
Jacob Coleman
HI Devin, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
D
Devin Inman
Just like on the regular text section on the customer info card have a drop down to add text templates I would like to be able to include any template we currently have or will create in the future
Shelby Parker
Hiya Devin Inman, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the selection process for the templates when sending a proposal?
- Are there specific templates you frequently use or would like to have readily available?
- Would you like the ability to customize these templates or are the existing ones sufficient?
M
Mark Roberts
Shelby Parker I'm not Devin. But it's nice to have personlized company proposals. currently at my company we all Copy and Paste from Microsoft word. We customize templets so it would be great to use them on proposals