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Status Planned
Categories Proposal Manager
Created by David Brown
Created on Sep 19, 2024

When proposals approved by client message needs to be sent to accountant

When a proposal is approved by the client, the client gets an email telling them their proposal is live but the accountant doesnt even know they have approved. Accountant needs an email too.

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  • Guest
    Sep 29, 2025

    Second this.
    At the moment, the same message that goes to you when to send the proposal, then gets sent again when they accept.

    It needs to be a separate message instead of saying 'it has been sent' for a second time, can it say the proposal has been accepted.

  • Admin
    Rob Millen
    Oct 9, 2024

    Thanks David, I'll get this looked at.