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 Keep reading the sections below for a more detailed walkthrough on these below.
How do I get started?
First, please keep in mind Note that only a user with Organization Admin permissions will be able to access this page.
To begin, go to Settings (the gear icon on the top right part of your screen).
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| Info |
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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. Also note that the standard image of a solar-friendly home that appears on all proposals is not an editable field, whether the fully editable toggle is on or off. |
CC Emails: 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: 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.
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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!