Generate Proposal / Confirmation

User can see a record here of previously generated proposal documents and click the button in the top right to send a confirmation. (if the campaign is in a quote status, it will say "Proposal" and in a reserved or later status, it will be a confirmation, but the templates are the same. (Only the proposal will include a link to sign the proposal in the Client Portal - if you are licensed for the Portal)

See video demonstration of sending a proposal (and getting the signature in the portal) at the end of the Quick Line Entry tutorial here.

After clicking on the send proposal button, this window will display:

The parameters tab shows contacts for the account (may be pre-selected with default proposal contact if set up to do so in Name Maintenance -> Contact(s) for Email Confirmations.

Other To and CC contacts can be manually added and a checkbox can be selected to send separate emails to each recipient. (Unchecked will send one email with all all selected contacts on it)

Subject will be the Campaign order number, but that can be overwritten, a manual attachment can be added and the email body can be filled in. If sending and email PDF of the confirmation the email body will be required. If sending email HTML the Document itself will be the email body, so nothing needs to be entered in "Email Body" if sending HTML or downloading the document for sending outside the system

Click on the tab "View / Edit Document" to see the confirmation that will be sent. Whether or not you can actually edit the document here depends upon your group security. Advertising Security -> Campaign Header Security -> DISABLE TEXT EDITING ON ORDER CONFIRMATION FORM EMAILS