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Advanced Proposals | Can I Customize Each Email Sent from a Proposal?

First, make sure you've set a general template by following the guide in this article: How Can I Edit the General Email Template for Proposals Sent to Customers?

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. James

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