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Editing Email Template for Proposals sent to Customers

In Bloomsby, there is now a general email template that can be edited. This template is located in Settings > Proposal Settings - Email Message.

This will serve as the default template for all emails you send from the proposal manager. Keep in mind that while this is the general template, this can be adjusted on each individual proposal.

Customize Each Email Sent from Proposals

First, make sure you've set a general template by following the  steps above.

Once you have your general template set, open a proposal and click Email. This will open up the email composer, which will show the text you set for your general template.

You will now see that you have the option to change, remove, or add text to this template as necessary.

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  1. Koreena

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