Proposals
Your proposal was accepted
The acceptance notification: who accepted, the settlement figures in both currencies, the applied exchange rate, and the itemized basket.
To
The person who owns the deal
Whoever the deal belongs to: the person who sent it, else who created it, else the owner.
About Your client
Posted when
The moment your client says yes
The recipient accepts the proposal.
A Settlement panel carries who accepted, their email, the quoted total, what it settles into, and how many instalments. Where a rate is fixed at acceptance the email says so in plain words. Below it, What they bought lists the payment plan and every line.
Enclosed
- Who accepted, with their email address
- Quoted total and the currency it settles in
- The number of instalments
- Whether the exchange rate is locked, stated plainly
- The payment plan and every line item
Previewed with demonstration data, under the identity of an organization using its own branding.
Explore Proposals