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How To Edit The Email Sent With A Proposal In DripJobs?

In this article, you will learn how to edit the email sent with a proposal in DripJobs.

Written by Bennah Marie Eliseo


1. Click on "Settings"

Click on "Settings"

2. Open "Company Settings"

Open "Company Settings"

3. Navigate to "Templates"

Navigate to "Templates

4. Select "Proposal Email" From the Dropdown

Select "Proposal Email" From the Dropdown

5. Make your Changes on the Email You Wanted to Send

Make your Changes on the Email You Wanted to Send

6. Click on "Save"

Click on "Save"

7. Go to Sales Pipeline

Go to Sales Pipeline

8. Open A Proposal

Open A Proposal

9. Click on Send Proposal

Click on Send Proposal

10. Confirm the Email Template Has Changed

Confirm the Email Template Has Changed

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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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