This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
It is important to preview and test how emails will appear to recipients. Testing helps you catch formatting issues, confirm smart expressions are working, and ensure the template reflects the intended message.
Previewing email templates
To preview an email template:
- Navigate to the Proposals tab and select the proposal for which you want to preview the email templates from the grid.
- Open the More Actions menu and select Send Email - Selected.
- Choose the email template you want to preview and select Next.
- Ensure all required fields are selected and select Preview Email.
- View the email preview and select Send Email when you’re happy with it.