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A user with Organization Admin permissions can now modify Proposal Emails. You can
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edit the email body, add CC recipients, add a custom sign-off and add custom notes.
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Keep reading the sections below for a more detailed walkthrough
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.
How do I get started?
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Note that only a user with Organization Admin permissions will be able to access this page.
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Go to Settings (the gear icon on the top right part of
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the screen).
Then, choose Proposal Phase on the left panel.
The Proposal Phase settings will be shown.
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Look for the
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“Emails” tab.
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Once
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on this page,
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click on the blue
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“Edit” button on the right side of
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“Email Content” box.
What Settings can I edit?
Allow Emails to be Fully Editable
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: The first setting
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is the option to allow emails to be fully editable.
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This can be toggled on or off.
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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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| Info |
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Note that, when |
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the fully editable setting is enabled, all fields will be editable |
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- including the ability to add notes |
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. 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
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: Users can add CC Emails by clicking on
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“Add Email”. Here,
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add one or multiple emails. Input one email for each field, and click on Add Email
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, and repeat for multiples if necessary.
If an invalid email is used by mistake, the platform won't allow
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to the entry to save
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. An error message will appear
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after attempting to click “Save”.
Allow Custom Note
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: As mentioned above, if
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the “Allow Emails to be Fully
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Editable” toggle is turned on, then the Allow Custom Note will automatically be enabled
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(always).
However, if
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the “Allow Emails to be Fully
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Editable” toggle is turned off,
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admins can designate whether users within their can a Custom Note
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in the proposal email. This will be inserted below the body and above the signoff.
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Signoff
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: Lastly for the signoff,
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there have two options:
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EverBright “Default” - This will use EverBright's default message as
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the signoff
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:
"Got questions? Reach out to {sender} ({sender’s email}) at {organization name}."
And when you choose None, no signoff will be included. Here's where this can be edited:
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“None” - This will ensure no message is included.
How does it look for users trying to send a proposal email on a job?
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Compiled below are several examples of how these settings impact the final proposal email product.
| Info |
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For all examples below, CC Emails only include one email: "testemail@gmail.com" |
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In the first example below,
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the following settings were applied:
Allow Email to be Fully Editable - False
Allow Custom Note - True
Signoff - Default
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In this example, the following settings were applied:
Allow Email to be Fully Editable - True
Allow Custom Note - Disabled (since Allow Email to be Fully Editable is set to True)
Signoff - None
We hope that you'll find this helpful and that you will be able to fully utilize this new feature for your proposals.
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Should any questions remain, please contact support@goeverbright.com or start a chat with
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support when
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logged into the
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EverBright platform - the EverBright team is happy to help!