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.
Every recipient reads it in their own language, not yours. Switch to see what different recipients receive.
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