Great news! A user with Organization Admin permissions can now modify Proposal Emails. You can now edit the email body, add CC recipients, add a custom sign-off and add custom notes. We'll be happy to give you a more detailed walkthrough on these below.
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What Settings can I edit?
Allow Emails to be Fully Editable
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: The first setting you can edit is the option to allow emails to be fully editable. You can turn this toggle on or off. If turned on, all proposal email details will be editable by any users with edit access on the proposal phase of a job.
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| Note that, when you make a full editable email, all will be editable. This means you'll be allowed to add notes as well. Thus, the "Allow Custom Note" toggle below will automatically be toggled on, and greyed out. |
CC Emails
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: Below it, you can add CC Emails by clicking on Add Email. Here, you can add multiple emails. Input one email for each field, and click on Add Email if you need to add more CC recipients.
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Should you put in an invalid email by mistake, the platform won't allow you to save the changes you've made when you click on Save. An error message will appear and it would look like this:
Allow Custom Note
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: As mentioned above, if the Allow Emails to be Fully Editable toggle is turned on, then the Allow Custom Note will automatically be enabled, and you'll have no option to turn this off.
However, if the Allow Emails to be Fully Editable toggle is turned off, you can choose to allow users in your organization to add a Custom Note. This will be inserted below the body and above the signoff.
Signoff
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: Lastly for the signoff, you have two options: one would be the Sighten default, and the other would be None.
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We hope that you'll find this helpful and that you will be able to fully utilize this new feature for your proposals.
Should you still have questions, you may contact support@sighten.io or start a chat with us when you are logged into the platform. We'll be happy to help!