Automatic e-mail with signed Proposal sent after client signs it
Ready-to-use template built for accountants and bookkeepers — just download and go
This is the standard Automatic e-mail with signed Proposal sent after client signs it email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category Proposal), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact] and [PrimaryOfficer] are placeholders, so they fill in automatically for each client.
Subject: Signed Proposal
Dear [Contact],
You have just signed your Proposal. We have attached them to this e-mail as a form of confirmation.
Best regards,
[PrimaryOfficer]