Purpose: The purpose of a proposal acceptance email and SMS template is to notify a client that they accepted the proposal shared by you. This template typically contains a pre-written message that confirms the acceptance of the proposal and provides any necessary details or next steps.
- You can create only one template for proposal acceptance emails and SMS; multiple templates cannot be created.
Proposal acceptance email template
- Profile > Settings > Opportunities > Proposal acceptance email and SMS template > View.
- In ‘Email’ tab, add your message. Fill in both the subject and body, use tagging as needed and Save.
Proposal acceptance SMS template
- In ‘SMS’ tab, add your message. Use tagging as needed and ‘Save’.