We're thrilled to introduce Real-time Proposal Notifications, a game-changing feature designed to keep you in the loop when your clients sign on the dotted line.
How It Works: With Real-time Proposal Notifications, you'll receive instant alerts the moment your client signs a proposal or contract. We bring the updates directly to you.
Access "Settings" on the side toolbar.
Navigate to the notifications section.
Click the pencil icon to edit this setting.
Toggle on "Proposal Signed" notifications.
YAY! Now you will be notified via email for each client that signs!
Benefits:
Timely Updates: Act swiftly upon client acceptance.
Enhanced Client Engagement: Foster trust and satisfaction.
Streamlined Workflow: Efficiently manage your proposals.