Under the Template module, click ‘Letter of Engagement’ tab and click on ‘Add New Template’ button for a new pop-up to appear.
Go to the ‘LOE Cover Page’ tab on a new pop-up and add the suitable Title and Description. Additionally, add the cover image and Logo. Then click ‘Next’ at the bottom.
Under ‘LOE Body’ tab, add relevant textbox, image, and Schedule of Service that can be added to the Letter of Engagement (LOE) and click ‘Next’ at the bottom. The added sections can be dragged and dropped to maintain the hierarchy.
Click on ‘view’ icon to minimise or maximise the specific section.
To delete a specific section, click on the ‘bin’ icon.
On the ‘LOE Footer’ tab, add necessary details and click ‘Next’ at the bottom.
Under ‘Additional Settings’ tab, select the relevant brand colour and font type under ‘Theme Setting’.
On the same tab, click on ‘Email Setting’ tab to configure the respective email to be sent to various parties based on the status of the proposal and LOE (i.e., Live, Won, Signature Reminder).
Please refer to the section – ‘Adding New Email Template’ within the knowledge base below to learn to create and add a new email template.
Once you have selected the email template, click ‘Save’ at the bottom.
The template should be visible on the list of Proposal Template.
