The receiver (both the Signer and CC) of the proposal will be notified per email in these different scenarios:
New Proposal received: When you send a proposal to a recipient, they receive their proposal, alongside a personalised message from you if you wish to include one.
New Version: If the proposal is updated, the new version of the proposal is sent to the customer.
Validity date updated: If the sender decides to update the validity date of the proposal, the original proposal with a new validity date is sent.
Proposal has expired: If the expiry date passes with no decision on the proposal, the customer will receive an email explaining that the proposal is no longer valid.
Accepted or rejected by the customer: If your customer accepts or rejects the proposal, they get an email confirmation of their decision.
If accepted the email sent to the customer includes a link to download the PDF Contract.
Booking number: if the Booking number field in the proposal is updated, a notification will be sent. (This only applies to accepted proposals).
Invoicing details: If the Invoicing details were not filled in upon Acceptance, a reminder will be sent the following day.
Note: To avoid spamming your customer we have chosen not to send the "About to Expire" notification to them.
Note: If the proposal is withdrawn by the Sales agent the client will no receive an notification email.