• Resolved keyleads

    (@keyleads)


    Is it possible to send a confirmation email to the client after they accept they the proposal? I see that you can send an approval notification to yourself but could not see how to do this for the client. I would like to do this so that I can include a payment link in an email to streamline the process and so that they have a record of the approved proposal.

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  • Plugin Author WP Codeus

    (@wpcodeus)

    Hello @keyleads,

    Currently this is not a feature available in WP Proposals. Some basic features were left out to be expanded on in the pro version when we release it.

    When creating a proposal you can assign an invoice URL to automatically redirect your client to make a payment once they approve the proposal.

    Best,
    Kevin Wilgenbusch

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