Ability to add Company Name to the Subject Line of the Proposal Email
Starting with 11.0, companies can determine if their Company Name can be added to the subject line of the proposal email. This is a setting that when activated will add the name to start of the subject line.
For example, if the subject line is normally:
"Proposal: 3 Ton Silver 16 AC - Slab Coil - 80 MBTU Silver Gas Furnace"
Let's say your company name is "Stafford Heating and Cooling", the subject line will now read:
"Stafford Heating and Cooling - Proposal: 3 Ton Silver 16 AC - Slab Coil - 80 MBTU Silver Gas Furnace"
Please note this can make for long subject lines.
Screenshot of Setting
Instructions - How to Add Dealer Name to Subject Line of Proposal Email
- From the Command Center, click on Settings
- Under the Email/Text Communication section, click on Email-SMS General Settings
- Go to the Proposal Settings section
- Change the value of "Display Company Name to the subject line of customer proposal email?" to "Yes"
- Click Save
Notes
- When 11.0 goes live, the setting will be set to "No"
- Please note that in 2021 we are planning to provide full customization to all Subject Lines for every email communication
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