Create your own proposal email templates to make proposal sending directly from Severa easy and fast
Go to Settings > Sales & proposals > Proposal email templates to add new templates. You can add as many templates as you like based on your needs.
Use tags to automatically retrieve information from your sales case / project:
- Customer name
- Project name
- Project number etc.
If you have several email templates, you can define one as default template to be used when sending proposals from Severa.
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